Plan Ledger DOL Form 5500 · updated monthly

United Pacific Forest Products, Inc401(k)

UNITED PACIFIC FOREST PRODUCTS, INC. 401(K) PLAN · TIGARD, OR · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

United Pacific Forest Products, Inc reported $38,842 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,043 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 3 years on file its reported administrative ratio has held roughly steady near 0.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (766th of 1,021), and 11,281st of 13,661 in manufacturing. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,852,039
Participants with balances128
Active participants99
Employer contributions$202,247
Employee contributions$362,549
Employer contribution per active participant$2,043
Average account balance$37,907
Benefits paid to participants$91,104
Plan auditUnmodified (clean) audit opinion
AuditorMAGINNIS & CAREY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 128 accts · $202K emplr
2023$3.9M · 130 accts · $195K emplr
2022$3.0M · 120 accts · $184K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,842
Total administrative$38,842
The United Pacific Forest Products, Inc 401(k) match · 2024
Employer contribution per active participant$2,043
Median for plans this size$1,313
2024$2,043 per active participant
2023$1,871 per active participant
2022$1,692 per active participant

United Pacific Forest Products, Inc's 2024 employer contribution ran above the $1,313 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
EMPOWER$20,121
NORTHWESTERN MUTUAL INVESTMENT SVCS · Investment advisory (plan)$19,459
PROFESSIONAL BENEFIT SERVICES · Contract administrator$2,729
EMPOWER ADVISORY GROUP · Investment management$1,263

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$38,842 · 0.89%
2023$28,811 · 0.84%
2022$25,626 · 0.85%
Same employer
Similar plansManufacturing · Oregon
Tz Medical Inc OR$5.4M · 0.76%
Northwest Uld, Inc. OR$4.9M · 0.03%
Ws Acquisition LLC OR$4.8M · 0.59%
Portland Bottling Company OR$4.7M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680222599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.