Plan Snapshot
- Plan Sponsor: Timber Products Co Ltd Partnership
- Sponsor EIN: 362639465
- Sponsor Address: P.O. BOX 269, SPRINGFIELD, OR, 974770055
- Plan Type: 401(k)
- Total Participants: 667
- Total Assets: $60.3M
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 | 667 | $60.3M | $1.0M | $3.4M |
| 2023 | 702 | $54.6M | $1.1M | $3.4M |
| 2022 | 709 | $48.7M | $1.1M | $3.3M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | RETAINED BY EMPLOYER | $115,748 | — | $115,748 |
| MOSS ADAMS, LLP | RETAINED BY EMPLOYER | $12,524 | — | $12,524 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SRVCS — RETAINED BY EMPLOYER
- MOSS ADAMS, LLP — RETAINED BY EMPLOYER
- 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: $128,272
- Estimated Expense Ratio: 0.213% 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 | $110,160 | $15,693 | $94,467 | — | — |
| 2023 | $119,224 | — | $89,202 | $30,022 | — |
| 2022 | $92,622 | $721 | $13,800 | — | $78,101 |