Woodstock Resort 401(k) match, vesting and fees
What Woodstock Resort's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Woodstock Resort: employer contribution per participant | $1,235 | |
| Peer median | $935 |
| Woodstock Resort: average balance | $45,544 | |
| Peer median | $24,052 |
| Woodstock Resort: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.61% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.5M at the end of plan year 2021 to $8.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 287 | $8.8M | $240K | $1,235 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 250 | $7.5M | $204K | $1,187 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 230 | $8.2M | $197K | $1,132 | 0.33% | Not published | Form 5500 ↗ |
| 2021 | 221 | $9.5M | $185K | $1,069 | 0.33% | Not published | Form 5500 ↗ |
Other Woodstock Resort plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Retirement Income Plan for Employees of Woodstock Resort Corporation
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Woodstock Resort match 401(k) contributions?
The match terms for the The Woodstock Resort Corporation Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $240K in employer contributions, about $1,235 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Woodstock Resort 401(k) match vested?
The vesting schedule for the The Woodstock Resort Corporation Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Woodstock Resort 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is The Woodstock Resort Corporation.
I left Woodstock Resort. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Woodstock Resort Corporation, (802) 457-6652) or the recordkeeper, The Vanguard Group, Inc.. The Woodstock Resort old 401(k) page lists the contacts from every plan filing. Find an old Woodstock Resort 401(k)
Data from the public Form 5500 annual reports Woodstock Resort filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Woodstock Resort. Not financial advice. Report a correction · Methodology