Plan Ledger DOL Form 5500 · updated monthly

Alta Forest Products, LLC401(k)

ALTA FOREST PRODUCTS 401(K) RETIREMENT PLAN · CHEHALIS, WA · plan year 2024

Reported admin expense ratio · 2024
0.37%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Alta Forest Products, LLC reported $103,437 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,006 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.40% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 541st-largest of 1,714 plans among Washington employers on file, and the 4,566th of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,266,136
Participants with balances486
Active participants493
Employer contributions$988,752
Employee contributions$1,725,981
Employer contribution per active participant$2,006
Average account balance$60,218
Benefits paid to participants$3,939,717
Plan auditUnmodified (clean) audit opinion
AuditorSMITH BUNDAY BERMAN BRITTON, PS
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 486 accts · $989K emplr
2023$27.3M · 516 accts · $964K emplr
2022$22.6M · 505 accts · $876K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,025
Investment management$43,252
Trustee / custodial$12,160
Total administrative$103,437
The Alta Forest Products, LLC 401(k) match · 2024
Employer contribution per active participant$2,006
Median for plans this size$2,416
2024$2,006 per active participant
2023$1,947 per active participant
2022$1,872 per active participant

Alta Forest Products, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
NWPS · Contract administrator · Recordkeeping$48,025
PROVENANCE WEALTH ADVISORS, LLC · Investment advisory (participants) · Investment advisory (plan)$32,735
MATRIX TRUST COMPANY · Custodial (securities)$12,160
RBC WEALTH MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$10,517

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NWPS
2023NWPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$103,437 · 0.37%
2023$103,107 · 0.41%
2022$99,387 · 0.40%
Same employer
Similar plansManufacturing · Washington
The Neil Jones Food Company WA$29.8M · 0.10%
R. a. Pearson Company WA$29.3M · 0.06%
The Noel Corporation WA$27.9M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465432568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.