# Sappi North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/sappi-north-america-inc-232366983-001

> Sappi North America, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sappi North America, INC.

- **Sponsor EIN:** 232366983

- **Sponsor Address:** 255 STATE STREET, BOSTON, MA, 02109

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $186.0M

## 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|0|$186.0M|$0|$0|

| 2023|0|$187.8M|$0|$0|

| 2022|0|$173.4M|$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|

| INCOME RESEARCH & MANAGEMENT|Investment Advisor|$156,530|—|$156,530|

| WELLINGTON MANAGEMENT|Investment Advisor|$110,175|—|$110,175|

| SILCHESTER INTERNATIONAL INVESTORS|Investment Advisor|$90,704|—|$90,704|

| MELLON CAPITAL|Investment Advisor|$64,901|—|$64,901|

| LOOMIS SAYLES TRUST COMPANY|Investment Advisor|$42,615|—|$42,615|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $464,925

- **Estimated Expense Ratio:** 0.250% 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|$666,038|$646,599|—|—|—|

| 2023|$517,616|$494,092|—|—|—|

| 2022|$726,031|$556,074|—|—|—|

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