Plan Snapshot
- Plan Sponsor: Board Of Trustees, Cic-Forest Products Retirement
- Sponsor EIN: 456909074
- Sponsor Address: 2323 EASTLAKE AVE E, SEATTLE, WA, 98102
- Plan Type: DB
- Total Participants: 0
- Total Assets: $255.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $255.2M | $0 | $0 |
| 2023 | 0 | $152.3M | $0 | $0 |
| 2022 | 81 | $158.8M | $4.9M | $0 |
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 |
|---|---|---|---|---|
| NORTHWEST ADMINISTRATORS, INC. | Other Service Provider | $345,339 | — | $345,339 |
| MILLIMAN, INC. | Recordkeeper | $125,046 | — | $125,046 |
| TRUCKER HUSS, APC | ERISA Attorney | $103,799 | — | $103,799 |
| RVK, INC. | Other Service Provider | $57,500 | — | $57,500 |
| MILLER KAPLAN ARASE LLP | Auditor | $29,789 | — | $29,789 |
| MFS HERITAGE TRUST COMPANY | Other Service Provider | $29,261 | — | $29,261 |
| WELLS FARGO BANK, N.A. | Other Service Provider | $26,924 | — | $26,924 |
| VIGILANT SERVICES, INC. | Other Service Provider | $26,250 | — | $26,250 |
| PRINCIPAL TRUST COMPANY | Other Service Provider | $23,630 | — | $23,630 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $9,878 | — | $9,878 |
| PROPEL INSURANCE | Other Service Provider | — | $7,338 | $7,338 |
| SERVICE PRINTING CO | Other Service Provider | $5,654 | — | $5,654 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — Recordkeeper
- TRUCKER HUSS, APC — ERISA Attorney
- MILLER KAPLAN ARASE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $790,408
- Estimated Expense Ratio: 0.310% of plan assets
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 | $1,095,093 | $96,639 | $345,339 | $28,600 | — |
| 2023 | $1,057,276 | $84,159 | $322,452 | $28,600 | — |
| 2022 | $1,036,080 | $99,585 | $320,503 | — | $229,696 |