Zip-O-Log Mills 401(k) match, vesting and fees
What Zip-O-Log Mills' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Group | Schedule C ↗ |
| Independent auditor | Bval Cpas & Advisors LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Zip-O-Log Mills: employer contribution per participant | $6,394 | |
| Peer median | $1,847 |
| Zip-O-Log Mills: average balance | $130,926 | |
| Peer median | $65,512 |
| Zip-O-Log Mills: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $22M at the end of plan year 2021 to $29.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 237 | $29.9M | $1.5M | $6,394 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 210 | $27.3M | $2.8M | $13,678 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 190 | $22.7M | $2.5M | $13,364 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 175 | $22M | $1.4M | $8,061 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Zip-O-Log Mills match 401(k) contributions?
The match terms for the The Hallstrom Retirement Program have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $6,394 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zip-O-Log Mills 401(k) match vested?
The vesting schedule for the The Hallstrom Retirement Program is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zip-O-Log Mills 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Group. The plan administrator is Zip-O-Log Mills, Inc..
I left Zip-O-Log Mills. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zip-O-Log Mills, Inc., (541) 343-6968) or the recordkeeper, Stancorp Financial Group. The Zip-O-Log Mills old 401(k) page lists the contacts from every plan filing. Find an old Zip-O-Log Mills 401(k)
Data from the public Form 5500 annual reports Zip-O-Log Mills filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Zip-O-Log Mills. Not financial advice. Report a correction · Methodology