Plan Snapshot
- Plan Sponsor: Potlatchdeltic Corporation
- Sponsor EIN: 820156045
- Sponsor Address: 601 WEST FIRST AVE, SUITE 1600, SPOKANE, WA, 992013807
- Plan Type: DB
- Total Participants: 523
- Total Assets: $172.5M
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 | 523 | $172.5M | $1.8M | $0 |
| 2023 | 560 | $181.9M | $4.0M | $0 |
| 2022 | 581 | $172.2M | $0 | $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 |
|---|---|---|---|---|
| METLIFE INVESTMENT MANAGEMENT | Other Service Provider | $251,972 | — | $251,972 |
| MERCER | Other Service Provider | $234,254 | — | $234,254 |
| MILLIMAN | Recordkeeper | $225,440 | — | $225,440 |
| MERCER INVESTMENTS LLC | Other Service Provider | $75,000 | — | $75,000 |
| US BANK NATIONAL ASSOCIATION | Recordkeeper | $40,382 | — | $40,382 |
| PRINCIPAL FINANCIAL GROUP | Other Service Provider | $9,774 | — | $9,774 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — Recordkeeper
- US BANK NATIONAL ASSOCIATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $836,822
- Estimated Expense Ratio: 0.485% 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 | $1,892,639 | $326,972 | $225,440 | — | — |
| 2023 | $1,724,675 | $231,576 | $189,283 | — | — |
| 2022 | $1,746,852 | $639,571 | — | — | $260,541 |