How big is Riley Creek Lumber Company's plan?

Riley Creek Lumber Company's plan reported $118.6M in assets and 1,276 participants for 2024.

Original filing (PDF)20250926162039NAL0004094595001

Riley Creek Lumber Company

Name: Riley Creek Lumber Company — Idaho Forest Group LLC, Form 5500 (2024)
Creator: Riley Creek Lumber Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Idaho Forest Group LLC 401(k) Plan

401(k) retirement plan · Riley Creek Lumber Company's Idaho Forest Group LLC 401(k) Plan held $118.6M in plan assets for 1,276 participants in 2024.

Signals · 1

Late participant contributions

Active participants

1,276

Accounts w/ balance

1,527

Plan assets (EOY)

$118.6M

Net assets (EOY)

$118.5M

Plan identifiers

Riley Creek Lumber Company's EIN is 82-0366771.

EIN 82-0366771

Plan number 001

Plan year 2024

ACK ID 20250926162039NAL0004094595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Riley Creek Lumber Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Riley Creek Lumber Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RILEY CREEK LUMBER COMPANY.

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How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Total administrative cost in the bottom quartile of peers (17th percentile).

Plan sponsor

Name

RILEY CREEK LUMBER COMPANY

EIN

all filings

Address

687 W. CANFIELD · COEUR DALENE, ID · 83815

Phone

(208) 762-2901

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

5 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
APEX INVESTMENT ADVISORS	—	GRANGEVILLE, ID	NONE	$200K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
RANDALL AND HURLEY	91-1661080	LIBERTY LAKE, WA	NONE	$155K	—

Investments

27 direct securities · 1 pooled fund· $115.6M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Mutual Funds

$101.5M

21 holdings

Common Collective Trusts

$9.9M

4 holdings

Common Collective Trust

$2.9M

1 holding

Other securities

$649K

1 holding

Cash / Money Market

$635K

1 holding

					% of plan
American Funds Fundamental Investors R6	Mutual Funds	—	—	$12.6M	10.6%
American Funds 2055 Target Date Retirement R6	Mutual Funds	—	—	$9.0M	7.6%
American Funds 2040 Target Date Retirement R4	Mutual Funds	—	—	$8.7M	7.4%
American Funds Balanced R6	Mutual Funds	—	—	$8.0M	6.8%
American Funds 2035 Target Date Retirement R6	Mutual Funds	—	—	$7.7M	6.5%
American Funds 2050 Target Date Retirement R6	Mutual Funds	—	—	$7.6M	6.4%
American Funds Growth Fund of America R6	Mutual Funds	—	—	$6.9M	5.8%
American Funds 2045 Target Date Retirement R6	Mutual Funds	—	—	$6.9M	5.8%
American Funds Income Fund of America R6	Mutual Funds	—	—	$6.3M	5.3%
American Funds 2060 Target Date Retirement R6	Mutual Funds	—	—	$6.2M	5.2%
American Funds 2065 Target Date Retirement R6	Mutual Funds	—	—	$5.2M	4.4%
American Funds 2030 Target Date Retirement R6	Mutual Funds	—	—	$4.7M	4.0%
American Funds Washington Mutual R6	Mutual Funds	—	—	$3.0M	2.5%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$3.0M	2.5%
PUTNAM STABLE VALUE FUNDS PUTNAM FUNDS · EIN 04-3001046 / PN 001	Common Collective Trust	—	—	$2.9M	2.5%
Columbia Midcap Index Fund Inst 2	Common Collective Trusts	—	—	$2.7M	2.3%
American Funds New Perspective Fund R6	Mutual Funds	—	—	$2.6M	2.2%
American Funds Small Cap World R6	Mutual Funds	—	—	$2.5M	2.1%
American Funds 2025 Target Date Retirement R6	Mutual Funds	—	—	$2.4M	2.1%
Fidelity Small Cap Index Fund Premium	Common Collective Trusts	—	—	$2.3M	1.9%
Fidelity Large Cap Growth Index Fund	Common Collective Trusts	—	—	$1.9M	1.6%
Loomis Sayles Investment Grade Bond Class N	Other securities	—	—	$649K	0.5%
Cash Interest-Bearing Cash	Cash / Money Market	—	—	$635K	0.5%
American Funds Intermediate Bond Fund of America R6	Mutual Funds	—	—	$441K	0.4%
American Funds 2020 Target Date Retirement R6	Mutual Funds	—	—	$416K	0.4%
American Funds 2070 Target Date Retirement R6	Mutual Funds	—	—	$131K	0.1%
American Funds 2015 Target Date Retirement R6	Mutual Funds	—	—	$42K	<0.1%
American Funds 2010 Target Date Retirement R6	Mutual Funds	—	—	$20K	<0.1%