United Pacific Forest Products, Inc

58
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
58
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (35)
Average in Peer Group (61)
Highest in Peer Group (89)

Plan Description

United Pacific Forest Products, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. United Pacific Forest Products, Inc. 401k Plan currently has over 100 active participants and over $2.1M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (58) and the top rated plan (89) could equate to:
16
Additional years of work
193,350
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 7157 Sw Beveland Street, Suite 200
  • Location
    Tigard , OR
  • 97223
  • Industry
    Manufacturing
  • Net Plan Assets
    $2,110,000
  • Total Participants
    160
  • Avg Account Balance
    $18,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Poor

Design

Total Plan Cost:
High Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Average
Account Balance:
Below Avg.

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Putnam Dynamic Asset Allocation: Balanced 21%
49%
Vanguard 500 Index 17%
21%
American Funds (Capital Group) Target Date Retirement 17%
9%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
John Hancock
Insurance Carrier
Empower
Insurance Advisor/Broker
Steven Dwight Grinde
Insurance Advisor/Broker
John O Kelley Northwestern Mutual I
Insurance Advisor/Broker
Thomas Jensen Northwestern Mutual I
Recordkeeper
Empower
Administration
Professional Benefit Services, Inc.
Recordkeeper
John Hancock
Auditor
Maginnis & Carey, LLP

Articles and Questions

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