Plan Snapshot
- Plan Sponsor: Bright Wood Corporation
- Sponsor EIN: 930720678
- Sponsor Address: 335 NW HESS STREET, MADRAS, OR, 97741
- Plan Type: 401(k)
- Total Participants: 998
- Total Assets: $44.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 998 | $44.5M | $0 | $3.1M |
| 2023 | 1,094 | $42.7M | $1.0M | $2.7M |
| 2022 | 998 | $36.6M | $2.9M | $2.6M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $135,055 | — | $135,055 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $21,538 | — | $21,538 |
| ROBERT W BAIRD & CO INCORPORATED | INVESTMENT ADVISOR | $17,500 | — | $17,500 |
| MOSS ADAMS LLP | AUDITOR | $9,765 | — | $9,765 |
| BAKER TILLY US, LLP | Auditor | $9,765 | — | $9,765 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,623
- Estimated Expense Ratio: 0.435% 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 | $183,858 | $39,038 | — | $9,765 | — |
| 2023 | $168,915 | $74,069 | — | — | — |
| 2022 | $224,217 | $57,056 | $167,161 | — | — |