Plan Snapshot
- Plan Sponsor: Rexius Forest By-Products, INC.
- Sponsor EIN: 930925466
- Sponsor Address: 1275 BAILEY HILL ROAD, EUGENE, OR, 974023002
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 228 | $8.4M | $250,000 | $596,077 |
| 2023 | 210 | $7.4M | $125,000 | $605,903 |
| 2022 | 190 | $6.2M | $225,000 | $462,809 |
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 |
|---|---|---|---|---|
| SAPIENT PRIVATE WEALTH MANAGEMENT | NONE | $45,119 | — | $45,119 |
| FAW CASSON & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAPIENT PRIVATE WEALTH MANAGEMENT — NONE
- FAW CASSON & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,119
- Estimated Expense Ratio: 0.539% 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 | $67,268 | $59,019 | — | — | — |
| 2023 | $59,803 | $52,648 | — | — | — |
| 2022 | $52,301 | $50,469 | — | — | — |