# Roseburg Forest Products Co. 401(k) Plan
Source: https://planprovider.pro/companies/roseburg-forest-products-co-401k-plan-002

> Roseburg Forest Products Co.'s 401(k) plan: 1,498 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/roseburg-forest-products-co-401k-plan-002)

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