Plan Ledger DOL Form 5500 · updated monthly

Woodloch Pines, Inc.401(k)

WOODLOCH PINES INC. 401K PLAN · HAWLEY, PA · plan year 2025

Reported admin expense ratio · 2025
0.70%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Woodloch Pines, Inc. reported $123,437 in plan administrative expenses for 2025: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $279 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.60% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 1,585th-largest of 3,651 plans among Pennsylvania employers on file, and the 314th of 2,240 in accommodation & food services. In 2025, employees put in $5.57 for every $1.00 the employer contributed; active participation has grown from 420 to 927 since 2022.

Plan summary
Net assets, end of year$19,130,797
Participants with balances1,025
Active participants927
Employer contributions$258,174
Employee contributions$1,437,348
Employer contribution per active participant$279
Average account balance$18,664
Benefits paid to participants$1,266,761
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK,KALADA & BERDY & CO.
Plan history4
Yearassets · accounts · employer contribution
2025$19.1M · 1,025 accts · $258K emplr
2024$16.1M · 926 accts · $229K emplr
2023$12.0M · 235 accts · $127K emplr
2022$9.9M · 234 accts · $124K emplr
The Woodloch Pines, Inc. 401(k) match · 2025
Employer contribution per active participant$279
Median for plans this size$2,666
2025$279 per active participant
2024$254 per active participant
2023$292 per active participant
2022$295 per active participant

Woodloch Pines, Inc.'s 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
VICUS CAPITAL · Investment advisory (plan)$51,000
VALLEY FORGE PENSION MANAGEMENT · Contract administrator$16,267
EMPOWER ADVISORY GROUP, LLC · Investment management$8,462
PRIME PENSIONS INC$5,629

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$123,437 · 0.70%
2024$92,138 · 0.65%
2023$66,953 · 0.61%
2022$64,405 · 0.60%
Same employer
Similar plansAccommodation & Food Services · Pennsylvania
Shaner Operating Corp PA$29.9M · 0.55%
Nutrition, Inc. PA$20.0M · 1.58%
Brock and Company, Inc. PA$13.3M · 0.49%
Cennial Company, Inc. PA$11.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240857870 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.