The Woodstock Resort Corporation Profit Sharing Plan
Sponsored by The Woodstock Resort Corporation · EIN 030220066 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 221
- With balances
- 194
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan), Direct payment from the plan | $24,209 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $11,653 |