Plan Snapshot
- Plan Sponsor: Roseburg Forest Products Co.
- Sponsor EIN: 931240670
- Sponsor Address: 3660 GATEWAY ST., SPRINGFIELD, OR, 97477
- Plan Type: 401(k)
- Total Participants: 1,498
- Total Assets: $223.8M
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 | 1,498 | $223.8M | $9.3M | $11.9M |
| 2023 | 1,403 | $208.6M | $10.0M | $12.2M |
| 2022 | 1,572 | $182.9M | $9.2M | $10.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $213,350 | — | $213,350 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $71,567 | — | $71,567 |
| NORTH PIER FIDUCIARY MANAGEMENT, L | CONSULTANT | $33,000 | — | $33,000 |
| MOSS ADAMS LLP | ACCOUNTANT/AUDITOR | $18,506 | — | $18,506 |
| BAKER TILLY US, LLP | Auditor | $18,505 | — | $18,505 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOSS ADAMS LLP — ACCOUNTANT/AUDITOR
- 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: $354,928
- Estimated Expense Ratio: 0.159% 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 | $336,422 | $71,567 | $600 | $18,505 | — |
| 2023 | $320,410 | $69,192 | $900 | $18,653 | — |
| 2022 | $386,311 | $58,056 | — | — | — |