Plan Ledger DOL Form 5500 · updated monthly

Roseburg Forest Products Co.401(k)

ROSEBURG FOREST PRODUCTS CO. 401(K) PLAN · SPRINGFIELD, OR · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Roseburg Forest Products Co. reported $336,422 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $6,189 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 0.20% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 52nd-largest of 1,021 plans among Oregon employers on file, and the 1,074th of 13,661 in manufacturing. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$223,774,840
Participants with balances2,012
Active participants1,498
Employer contributions$9,270,473
Employee contributions$11,942,628
Employer contribution per active participant$6,189
Average account balance$111,220
Benefits paid to participants$35,516,308
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$223.8M · 2,012 accts · $9.3M emplr
2023$208.6M · 2,138 accts · $10.0M emplr
2022$182.9M · 2,088 accts · $9.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$213,350
Investment management$71,567
Audit (IQPA)$18,505
Total administrative$336,422
The Roseburg Forest Products Co. 401(k) match · 2024
Employer contribution per active participant$6,189
Median for plans this size$3,635
2024$6,189 per active participant
2023$7,160 per active participant
2022$5,843 per active participant

Roseburg Forest Products Co.'s 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$213,350
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$71,567
NORTH PIER FIDUCIARY MANAGEMENT, L · Consulting$33,000
MOSS ADAMS LLP · Accounting / audit$18,506

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$336,422 · 0.16%
2023$320,410 · 0.16%
2022$386,311 · 0.20%
All plans at this employer2
ROSEBURG FOREST PRODUCTS CO. 401(K) PLAN401(k)
ROSEBURG FOREST PRODUCTS CO., CARPENTERS INDUSTRIAL COUNCIL DEFINED CONTRIBUTION PLAN401(k)
Same employer
Similar plansManufacturing · Oregon
Oregon Tool, Inc. OR$254.4M · 0.03%
A-Dec, Inc. OR$248.7M · 0.07%
Cascade Corporation OR$205.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931240670 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.