Plan Snapshot
- Plan Sponsor: Humboldt Redwood Company, LLC
- Sponsor EIN: 262635546
- Sponsor Address: P.O. BOX 37, SCOTIA, CA, 95565
- Plan Type: DB
- Plan Number: 001
- Total Participants: 18
- Total Assets: $75.0M
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. |
|---|---|---|---|---|
| 2023 | 18 | $75.0M | $0 | $0 |
| 2022 | 66 | $78.6M | $7.0M | $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 |
|---|---|---|---|---|
| MCDONALD CAPITAL INVESTORS, INC | Investment Advisor | $59,678 | — | $59,678 |
| BLACKROCK, INC | Investment Advisor | $38,076 | — | $38,076 |
| FIDELITY INVEST INST | Investment Advisor | $26,361 | — | $26,361 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVEST INST — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,115
- Estimated Expense Ratio: 0.166% 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 |
|---|---|---|---|---|---|
| 2023 | $124,116 | $124,116 | — | — | — |
| 2022 | $80,091 | — | — | — | — |