Plan Snapshot
- Plan Sponsor: Rayonier Advanced Materials INC.
- Sponsor EIN: 464559529
- Sponsor Address: 1301 RIVERPLACE BLVD, JACKSONVILLE, FL, 32207
- Plan Type: DB
- Total Participants: 372
- Total Assets: $390.3M
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 | 372 | $390.3M | $0 | $0 |
| 2023 | 394 | $356.9M | $0 | $0 |
| 2022 | 421 | $328.8M | $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 |
|---|---|---|---|---|
| PIMCO | INV. ADVISORY | $882,972 | — | $882,972 |
| ENNIS PELLUM & ASSOCIATES CPA | AUDITOR | $244,183 | — | $244,183 |
| FID MGMT TRUST CO | TRUSTEE | $243,488 | — | $243,488 |
| EMPOWER ANNUITY INSURANCE CO | CONTRACT ADMINISTRATOR | $115,484 | — | $115,484 |
| FID INV INST OPS CO | ACTUARY | $114,411 | — | $114,411 |
| NATIONAL FINANCIAL PARTNERS CORP | INV. ADVISORY | $104,165 | — | $104,165 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS PELLUM & ASSOCIATES CPA — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,704,703
- Estimated Expense Ratio: 0.437% 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 | $2,113,034 | $838,854 | — | — | — |
| 2023 | $2,814,126 | $148,255 | $685,283 | $42,491 | — |
| 2022 | $2,025,718 | $1,137 | $611,566 | — | $23,511 |