# Forrest Paint Co. 401(k) Plan
Source: https://planprovider.pro/companies/forrest-paint-co-401k-plan

> Forrest Paint Co.'s 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Rodda Paint Co.](https://planprovider.pro/companies/rodda-paint-co-401k-plan) — 408 participants

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