Plan Snapshot
- Plan Sponsor: Alta Forest Products, LLC
- Sponsor EIN: 465432568
- Sponsor Address: 810 NW ALTA WAY, CHEHALIS, WA, 98532
- Plan Type: 401(k)
- Total Participants: 493
- Total Assets: $29.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 493 | $29.3M | $988,752 | $1.7M |
| 2023 | 495 | $27.3M | $963,889 | $1.7M |
| 2022 | 468 | $22.6M | $875,886 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH BUNDAY BERMAN BRITTON, PS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $103,437 | $43,252 | — | — | — |
| 2023 | $103,107 | $38,784 | — | — | — |
| 2022 | $99,387 | $38,342 | — | — | $45,930 |