# Sappi North America, INC. DB Plan
Source: https://planprovider.pro/companies/sappi-north-america-inc-plan-037

> Sappi North America, INC.'s DB plan: 211 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:** DB

- **Total Participants:** 211

- **Total Assets:** $85.4M

## 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|211|$85.4M|$0|$0|

| 2023|219|$85.4M|$0|$0|

| 2022|239|$79.0M|$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|

| NEW ENGLAND PENSION CONSULTANTS|CONSULTANT|$104,885|—|$104,885|

| INCOME RESEARCH & MANAGEMENT|INVESTMENT MANAGER|$95,953|—|$95,953|

| WELLINGTON MANAGEMENT|INVESTMENT MANAGER|$80,382|—|$80,382|

| PRINCIPAL TRUST COMPANY|TRUSTEE|$46,918|—|$46,918|

| MELLON CAPITAL|INVESTMENT MANAGER|$32,433|—|$32,433|

| SILCHESTER INTERNATIONAL INVESTORS|INVESTMENT MANAGER|$29,423|—|$29,423|

| AON CONSULTING, INC.|ACTUARY|$21,559|—|$21,559|

| CARON & BLETZER, PLLC|AUDITOR|$18,800|—|$18,800|

| LOOMIS SAYLES TRUST COMPANY|INVESTMENT MANAGER|$17,430|—|$17,430|

| STATE STREET GLOBAL ADVISORS|INVESTMENT ADVISOR|$5,277|—|$5,277|

### Verified Provider Profiles

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

- [PRINCIPAL TRUST COMPANY](https://planprovider.pro/provider/principal-financial-group-inc) — TRUSTEE

- [AON CONSULTING, INC.](https://planprovider.pro/provider/alight-solutions) — ACTUARY

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $453,060

- **Estimated Expense Ratio:** 0.531% 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|$449,781|—|—|—|—|

| 2023|$428,610|—|—|—|—|

| 2022|$558,040|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sappi-north-america-inc-plan-037)

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