# Rayonier Advanced Materials INC. 401(k) Plan
Source: https://planprovider.pro/companies/rayonier-advanced-materials-inc-401k-plan-031

> Rayonier Advanced Materials INC.&#39;s 401(k) plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rayonier Advanced Materials INC.

- **Sponsor EIN:** 464559529

- **Sponsor Address:** 1301 RIVERPLACE BLVD. SUITE 2300, JACKSONVILLE, FL, 322079062

- **Plan Type:** 401(k)

- **Total Participants:** 446

- **Total Assets:** $123.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|446|$123.6M|$1.6M|$5.3M|

| 2023|452|$117.0M|$1.4M|$4.8M|

| 2022|442|$119.2M|$5.0M|$2.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$60,282|—|$60,282|

| ENNIS, PELLUM & ASSOCIATES, CPAS|ACCOUNTANT/AUDITOR|$56,805|—|$56,805|

| NFP RETIREMENT|CONSULTANT|$37,585|—|$37,585|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ENNIS, PELLUM & ASSOCIATES, CPAS](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — ACCOUNTANT/AUDITOR

- [NFP RETIREMENT](https://planprovider.pro/provider/accelerate-retirement) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $154,672

- **Estimated Expense Ratio:** 0.125% 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|$154,683|—|$300|$56,805|—|

| 2023|$182,805|$89,299|$1,200|$54,492|—|

| 2022|$306,984|$227,418|$9,406|—|$31,032|

## Similar Plans

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- [Formulated Solutions, LLC](https://planprovider.pro/companies/formulated-solutions-llc-401k-plan) — 553 participants

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