Plan Snapshot
- Plan Sponsor: Rayonier INC.
- Sponsor EIN: 132607329
- Sponsor Address: 1 RAYONIER WAY, WILDLIGHT, FL, 32097
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $122.7M
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 | 335 | $122.7M | $2.8M | $4.0M |
| 2023 | 347 | $115.3M | $2.6M | $4.2M |
| 2022 | 338 | $100.0M | $2.5M | $4.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $214,435 | — | $214,435 |
| FIDUCIARYFIRST LLC | NONE | $96,597 | — | $96,597 |
| NFP RETIREMENT INC | NONE | $8,337 | — | $8,337 |
| ENNIS PELLUM & ASSOCIATES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS PELLUM & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $319,369
- Estimated Expense Ratio: 0.260% 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 | $222,772 | $8,337 | — | — | — |
| 2023 | $202,119 | — | — | — | — |
| 2022 | $227,739 | $168,540 | $30,244 | — | — |