Back to filter
Original filing (PDF)20250827135235NAL0005015171001
IRVING FOREST PRODUCTS, INC.
Form 5500
FILING_RECEIVED
IRVING 401(K) PLAN
401(k) retirement plan
Signals · 1
54% in single holding
Active participants
1,580
Accounts w/ balance
1,894
Plan assets (EOY)
$157.5M
Net assets (EOY)
$157.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: GW&K SMALL CAP CORE EQUITY COLLECTIVE INVESTMENT FUND (extraction pending)]" is 54% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IRVING FOREST PRODUCTS, INC..
Plan sponsor
Name
IRVING FOREST PRODUCTS, INC.
EIN
01-0309439
Address
1798 ST. JOHN PLANTATION ROAD · ST. JOHN PLANTATION, ME · 04743
Phone
(506) 632-4699
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $118K | — |
Investments
1 direct security · 2 pooled funds· $28.0M(18% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$18.2M
2 holdings
Uncategorized
$9.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: GW&K SMALL CAP CORE EQUITY COLLECTIVE INVESTMENT FUND (extraction pending)] | — | — | — | $9.9M | 6.3% | |
| GWANDK S M CP COR EQ COLLECTIVE INV GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 002 | Common Collective Trust | — | — | $9.9M | 6.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.3M | 5.3% |
Related plans
Other plans using EMPOWER ADVISORY GROUP, LLC
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
ABBVIE INC.
ABBVIE SAVINGS PLAN
$13.4B · 28,506 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
TRINET HR III, INC.
TRINET 401(K) PLAN
$8.7B · 209,337 participants
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
SCHNEIDER ELECTRIC HOLDINGS, INC.
SCHNEIDER ELECTRIC 401(K) PLAN
$5.1B · 20,597 participants
Similar-size Manufacturing plans
POTLATCHDELTIC CORPORATION
POTLATCHDELTIC SALARIED 401(K) PLAN
$145.3M · 467 participants
CANFOR SOUTHERN PINE, INC.
CANFOR SOUTHERN PINE, INC. 401(K) PLAN
$141.7M · 2,566 participants
STELLA-JONES CORPORATION
STELLA-JONES CORPORATION RETIREMENT PLAN
$138.2M · 2,247 participants
RILEY CREEK LUMBER COMPANY
IDAHO FOREST GROUP LLC 401(K) PLAN
$118.6M · 1,276 participants
STIMSON LUMBER COMPANY
STIMSON LUMBER COMPANY 401(K) PLAN
$99.5M · 499 participants
NORTHWEST HARDWOODS, INC.
NORTHWEST HARDWOODS, INC. 401(K) PLAN
$92.2M · 1,020 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants