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Original filing (PDF)20251003185906NAL0001679121001
ROSEBURG FOREST PRODUCTS CO.
Form 5500
FILING_RECEIVED
ROSEBURG FOREST PRODUCTS CO. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,498
Accounts w/ balance
2,012
Plan assets (EOY)
$223.8M
Net assets (EOY)
$223.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 15 bps in Schedule C fees — 50% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSEBURG FOREST PRODUCTS CO..
Plan sponsor
Name
ROSEBURG FOREST PRODUCTS CO.
EIN
93-1240670
Address
3660 GATEWAY ST. · SPRINGFIELD, OR · 97477
Phone
(541) 679-3311
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
2025-10-03
Pension benefit codes
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)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $213K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $72K | — |
| NORTH PIER FIDUCIARY MANAGEMENT, L | 23-3521867 | — | CONSULTANT | $33K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $19K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
24 direct securities · 15 pooled funds· $315.0M(100% 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.
Uncategorized
$200.5M
24 holdings
Common Collective Trust
$103.0M
14 holdings
Pooled Separate Account
$11.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Registered Investment Company | — | — | — | $24.0M | 10.7% | |
| Vanguard Primecap Adm Registered Investment Company | — | — | — | $22.5M | 10.1% | |
| T. Rowe Price All-Cap Opps Registered Investment Company | — | — | — | $22.4M | 10.0% | |
| T. Rowe Price Retirement 2030 Collective Trust | — | — | — | $17.4M | 7.8% | |
| TRP TARGET TR 2030 B T. ROWE PRICE TRUST COMPANY · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $17.4M | 7.8% | |
| T. Rowe Price Retirement 2025 Collective Trust | — | — | — | $12.3M | 5.5% | |
| TRP TARGET TR 2025 B T. ROWE PRICE TRUST COMPANY · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $12.3M | 5.5% | |
| T. Rowe Price Retirement 2035 Collective Trust | — | — | — | $11.5M | 5.1% | |
| TRP TARGET TR 2035 B T. ROWE PRICE TRUST COMPANY · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $11.5M | 5.1% | |
| TRP TARGET TR 2040 B T. ROWE PRICE TRUST COMPANY · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $11.5M | 5.1% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $11.4M | 5.1% | |
| T. Rowe Price Retirement 2045 Collective Trust | — | — | — | $10.4M | 4.7% | |
| TRP TARGET TR 2045 B T. ROWE PRICE TRUST COMPANY · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $10.4M | 4.7% | |
| T. Rowe Price Retirement 2050 Collective Trust | — | — | — | $10.1M | 4.5% | |
| TRP TARGET TR 2050 B T. ROWE PRICE TRUST COMPANY · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $10.1M | 4.5% | |
| JPMorgan Equity Income R5 Registered Investment Company | — | — | — | $9.4M | 4.2% | |
| T. Rowe Price Retirement 2055 Collective Trust | — | — | — | $9.1M | 4.1% | |
| TRP TARGET TR 2055 B T. ROWE PRICE TRUST COMPANY · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $9.1M | 4.1% | |
| Fidelity total bond Registered Investment Company | — | — | — | $8.5M | 3.8% | |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund Collective Trust | — | — | — | $6.6M | 3.0% | |
| TRP US SMCPCORE EQ D T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $6.6M | 3.0% | |
| Vanguard Strategic Equity Registered Investment Company | — | — | — | $6.0M | 2.7% | |
| American Funds Europacific Growth R6 Registered Investment Company | — | — | — | $5.2M | 2.3% | |
| T. Rowe Price Retirement 2060 Collective Trust | — | — | — | $4.9M | 2.2% | |
| TRP TARGET TR 2060 B T. ROWE PRICE TRUST COMPANY · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.2% | |
| T. Rowe Price Retirement 2020 Collective Trust | — | — | — | $4.0M | 1.8% | |
| TRP TARGET TR 2020 B T. ROWE PRICE TRUST COMPANY · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $4.0M | 1.8% | |
| maturing through March 2033 0 | — | — | — | $3.7M | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares Registered Investment Company | — | — | — | $3.6M | 1.6% | |
| T. Rowe Price Retirement 2065 Collective Trust | — | — | — | $2.2M | 1.0% | |
| TRP TARGET TR 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.0% | |
| Vanguard Total Bond Market Index Fund Institutional Shares Registered Investment Company | — | — | — | $2.2M | 1.0% | |
| Fidelity Government Money Market Fund - Class K6 Cash, interest bearing | — | — | — | $1.5M | 0.7% | |
| T. Rowe Price Retirement 2015 Collective Trust | — | — | — | $1.2M | 0.5% | |
| TRP TARGET TR 2015 B T. ROWE PRICE TRUST COMPANY · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| T. Rowe Price Retirement 2010 Collective Trust | — | — | — | $1.1M | 0.5% | |
| TRP TARGET TR 2010 B T. ROWE PRICE TRUST COMPANY · EIN 84-3388904 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.5% | |
| T. Rowe Price Retirement 2005 Collective Trust | — | — | — | $698K | 0.3% | |
| TRP TARGET TR 2005 B T. ROWE PRICE TRUST COMPANY · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $698K | 0.3% |