Plan Ledger DOL Form 5500 · updated monthly

Lone Rock Timber Management Company401(k)

LONE ROCK RESOURCES 401(K) AND PROFIT SHARING PLAN · ROSEBURG, OR · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Lone Rock Timber Management Company reported $60,125 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,699 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 0.21% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 244th-largest of 1,021 plans among Oregon employers on file, and the 133rd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 103 to 487 since 2022.

Plan summary
Net assets, end of year$36,168,229
Participants with balances226
Active participants487
Employer contributions$827,606
Employee contributions$1,189,408
Employer contribution per active participant$1,699
Average account balance$160,036
Benefits paid to participants$5,399,303
Plan auditUnmodified (clean) audit opinion
AuditorWICKS EMMETT, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$36.2M · 226 accts · $828K emplr
2023$35.6M · 231 accts · $883K emplr
2022$26.5M · 136 accts · $646K emplr
Administrative expenses, itemized · 2024
Investment management$60,125
Total administrative$60,125
The Lone Rock Timber Management Company 401(k) match · 2024
Employer contribution per active participant$1,699
Median for plans this size$2,416
2024$1,699 per active participant
2023$1,763 per active participant
2022$6,274 per active participant

Lone Rock Timber Management Company'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 · 20242
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$60,125

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

Administrative cost history3
2024$60,125 · 0.17%
2023$73,132 · 0.24%
2022$60,853 · 0.21%
Same employer
Similar plansAgriculture, Forestry & Fishing · Oregon
Harris Farms, Inc. CA$36.8M · 0.02%
Select Sires, Inc. OH$36.5M · 0.25%
Gs Operating, LLC TX$36.4M · 0.04%
Select Milk Producers, Inc. TX$36.3M · 0.55%
Greenleaf Nursery Co. OK$35.8M · 0.17%
Kenyon Companies, Inc. AZ$35.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930376389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.