Plan Snapshot
- Plan Sponsor: Billerud Americas Corp
- Sponsor EIN: 753217389
- Sponsor Address: 10050 INNOVATION DRIVE, MIAMISBURG, OH, 45342
- Plan Type: DB
- Total Participants: 533
- Total Assets: $336.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 533 | $336.4M | $0 | $0 |
| 2023 | 568 | $875.9M | $884,504 | $0 |
| 2022 | 605 | $836.1M | $25.3M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Actuary | $523,350 | — | $523,350 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $376,608 | — | $376,608 |
| STEPHENS CAPITAL MANAGEMENT | Investment Advisor | $350,000 | — | $350,000 |
| CLARK SCHAFER HACKETT | Auditor | $38,650 | — | $38,650 |
| INDEPENDENT INSURANCE ANALYSTS LLC | Other Service Provider | $13,125 | — | $13,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- STEPHENS CAPITAL MANAGEMENT — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,301,733
- Estimated Expense Ratio: 0.387% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,133,041 | $368,375 | — | $38,650 | — |
| 2023 | $5,797,215 | $350,000 | — | — | — |
| 2022 | $8,024,878 | $355,000 | — | — | $1,024,596 |