Plan Snapshot
- Plan Sponsor: Roseburg Forest Products Co. And Western States Regional Council
- Sponsor EIN: 936021814
- Sponsor Address: 10599 OLD HIGHWAY 99 S, DILLARD, OR, 97432
- Plan Type: DB
- Total Participants: 537
- Total Assets: $236.6M
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. |
|---|---|---|---|---|
| 2024 | 537 | $236.6M | $0 | $0 |
| 2023 | 603 | $250.8M | $0 | $0 |
| 2022 | 705 | $252.8M | $0 | $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 |
|---|---|---|---|---|
| FID INV INST OPS CO | ACTUARY/CONSULT/RCRDKPR | $855,242 | — | $855,242 |
| PRINCIPAL FINANCIAL GROUP INC. | TRUSTEE | $115,538 | — | $115,538 |
| STOEL RIVES LLP | LEGAL | $10,233 | — | $10,233 |
| MOSS ADAMS, LLP | ACCOUNTING | $8,064 | — | $8,064 |
| BAKER TILLY US, LLP | Auditor | $8,064 | — | $8,064 |
| IRON MOUNTAIN INC. | OTHER | $6,581 | — | $6,581 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOEL RIVES LLP — LEGAL
- MOSS ADAMS, LLP — ACCOUNTING
- 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: $1,003,722
- Estimated Expense Ratio: 0.424% 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 | $2,695,736 | — | — | $8,064 | — |
| 2023 | $3,054,053 | — | — | $20,349 | — |
| 2022 | $4,047,808 | — | — | — | — |