Plan Snapshot
- Plan Sponsor: Roseburg Forest Products Co.
- Sponsor EIN: 931240670
- Sponsor Address: 10599 OLD HIGHWAY 99 S, DILLARD, OR, 97432
- Plan Type: DB
- Total Participants: 55
- Total Assets: $18.6M
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 | 55 | $18.6M | $0 | $0 |
| 2023 | 63 | $19.2M | $0 | $0 |
| 2022 | 104 | $18.8M | $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 | $97,184 | — | $97,184 |
| PRINCIPAL FINANCIAL GROUP INC. | TRUSTEE | $9,023 | — | $9,023 |
| MOSS ADAMS, LLP | ACCOUNTING | $8,064 | — | $8,064 |
| BAKER TILLY US, LLP | Auditor | $8,064 | — | $8,064 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $122,335
- Estimated Expense Ratio: 0.656% 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 | $141,103 | — | — | $8,064 | — |
| 2023 | $165,867 | — | — | $20,349 | — |
| 2022 | $342,920 | — | — | — | — |