Plan Snapshot
- Plan Sponsor: American Forest & Paper Association, INC.
- Sponsor EIN: 521802251
- Sponsor Address: 601 13TH STREET NW, SUITE 1000N, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $64.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 108 | $64.8M | $1.0M | $1.1M |
| 2023 | 70 | $54.4M | $1.0M | $1.1M |
| 2022 | 109 | $51.1M | $1.3M | $1.5M |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
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 | -$52,282 | $5,989 | — | — | — |
| 2023 | -$53,806 | $5,988 | — | — | — |
| 2022 | -$55,008 | $4,992 | — | — | — |