Plan Snapshot
- Plan Sponsor: Roseburg Forest Products Company
- Sponsor EIN: 931240670
- Sponsor Address: 10599 OLD HIGHWAY 99 S, DILLARD, OR, 97432
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 0
- Total Assets: $348.1M
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 | 0 | $348.1M | $0 | $0 |
| 2023 | 0 | $367.9M | $0 | $0 |
| 2022 | 0 | $369.2M | $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 |
|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | Other Service Provider | $752,167 | — | $752,167 |
| PRINCIPAL FINANCIAL GROUP | Custodian / Trustee | $56,164 | — | $56,164 |
| ATALAYA CAPITAL MANGEMENT LP | Investment Advisor | $41,129 | — | $41,129 |
| ACADIAN ASSET MANAGEMENT | Investment Advisor | $37,982 | — | $37,982 |
| HS MANAGEMENT PARTNERS | Investment Advisor | $27,273 | — | $27,273 |
| GSO CAPITAL PARTNERS | Investment Advisor | $25,073 | — | $25,073 |
| ELLIOTT INTERNATIONAL, LLC | Investment Advisor | $24,775 | — | $24,775 |
| STOEL RIVES LLP | ERISA Attorney | $15,129 | — | $15,129 |
| FORTRESS PARTNERS CAPITAL MGMT, LTD | Investment Advisor | $12,464 | — | $12,464 |
| LEGAL AND GENERAL INV MANAGEMENT | Investment Advisor | $11,621 | — | $11,621 |
| THOMA BRAVO, LP | Investment Advisor | $11,603 | — | $11,603 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOEL RIVES LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,015,380
- Estimated Expense Ratio: 0.292% 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 | $1,549,326 | $950,952 | — | — | — |
| 2023 | $1,341,730 | $272,049 | — | $80,076 | — |
| 2022 | $1,344,072 | $464,249 | $49,458 | — | $9,802 |