Plan Snapshot
- Plan Sponsor: United Pacific Forest Products, INC
- Sponsor EIN: 680222599
- Sponsor Address: 7157 SW BEVELAND STREET, SUITE 200, TIGARD, OR, 97223
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $4.9M | $202,247 | $362,549 |
| 2023 | 104 | $3.9M | $194,633 | $331,715 |
| 2022 | 109 | $3.0M | $184,453 | $323,634 |
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 |
|---|---|---|---|---|
| MAGINNIS & CAREY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAGINNIS & CAREY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $38,842 | — | $38,842 | — | — |
| 2023 | $28,811 | — | $28,811 | — | — |
| 2022 | $25,626 | — | $25,626 | — | — |