Plan Snapshot
- Plan Sponsor: West Fraser, INC.
- Sponsor EIN: 721489951
- Sponsor Address: 1900 EXETER RD. SUITE 105, GERMANTOWN, TN, 38138
- Plan Type: 401(k)
- Total Participants: 3,138
- Total Assets: $322.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 3,138 | $322.2M | $18.6M | $18.4M |
| 2023 | 2,479 | $287.0M | $17.5M | $16.8M |
| 2022 | 2,365 | $138.7M | $10.5M | $11.0M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC. | Auditor | — | — | $0 |
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 | $309,706 | $126,523 | $5,400 | — | — |
| 2023 | $230,620 | $90,984 | $4,200 | — | — |
| 2022 | $133,159 | $30,685 | — | — | — |