Plan Snapshot
- Plan Sponsor: Forrest Paint Co.
- Sponsor EIN: 930612986
- Sponsor Address: P O BOX 22110, EUGENE, OR, 974020470
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $12.1M
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 | 91 | $12.1M | $240,666 | $498,203 |
| 2023 | 95 | $10.7M | $235,690 | $523,863 |
| 2022 | 101 | $9.0M | $226,688 | $524,935 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $35,101 | — | $35,101 |
| ROEHL & YI INVEVSTMENT ADVISORS | INVESTMENT ADVISOR | $17,199 | $5 | $17,204 |
| PRIME PENSIONS NORTHWEST, LLC | OTHER SERVICES | — | $9,296 | $9,296 |
| KERNUTT STOKES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,601
- Estimated Expense Ratio: 0.510% 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 | $52,300 | $17,199 | $35,101 | — | — |
| 2023 | $43,529 | $14,309 | $29,220 | — | — |
| 2022 | $42,533 | $14,420 | $28,113 | — | — |