Plan Snapshot
- Plan Sponsor: West Fraser, INC.
- Sponsor EIN: 721489951
- Sponsor Address: 1900 EXETER RD, GERMANTOWN, TN, 38138
- Plan Type: 401(k)
- Total Participants: 790
- Total Assets: $27.1M
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 | 790 | $27.1M | $1.1M | $2.7M |
| 2023 | 1,070 | $28.9M | $2.0M | $3.2M |
| 2022 | 1,186 | $24.8M | $2.0M | $3.1M |
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 P.C. | 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 | $66,240 | $6,356 | — | — | — |
| 2023 | $67,799 | $5,992 | $300 | — | — |
| 2022 | $69,878 | $5,335 | — | — | — |