Plan Snapshot
- Plan Sponsor: Mendocino Forest Products Co., LLC, Et Al
- Sponsor EIN: 680413127
- Sponsor Address: 6500 DURABLE MILL RD., CALPELLA, CA, 95418
- Plan Type: 401(k)
- Total Participants: 932
- Total Assets: $89.3M
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 | 932 | $89.3M | $2.3M | $5.9M |
| 2023 | 962 | $77.4M | $1.9M | $5.6M |
| 2022 | 942 | $66.2M | $1.9M | $5.4M |
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 | $222,895 | — | $222,895 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISORY | — | $50,000 | $50,000 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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: $272,895
- Estimated Expense Ratio: 0.306% 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 | $222,895 | — | $222,895 | — | — |
| 2023 | $191,381 | — | $191,381 | — | — |
| 2022 | $181,022 | — | $181,022 | — | — |