# Roseburg Forest Products Co. And Western States Regional Council DB Plan
Source: https://planprovider.pro/companies/roseburg-forest-products-co-and-carpenters-industrial-council-plan

> Roseburg Forest Products Co. And Western States Regional Council's DB plan: 537 participants, plan year 2024 financials, providers, and benchmarks from Form…

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/stoel-rives-llp) — LEGAL

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

- [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:** $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|—|—|—|—|

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