Plan Snapshot
- Plan Sponsor: Weyerhaeuser Company
- Sponsor EIN: 910470860
- Sponsor Address: 220 OCCIDENTAL AVE S, SEATTLE, WA, 98104
- Plan Type: DB
- Total Participants: 2,967
- Total Assets: $1.5B
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 | 2,967 | $1.5B | $0 | $0 |
| 2023 | 3,285 | $1.7B | $0 | $0 |
| 2022 | 3,585 | $1.8B | $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 |
|---|---|---|---|---|
| MORGAN STANLEY | NONE | $4,404,751 | — | $4,404,751 |
| WILLIS TOWERS WATSON US LLC | NONE | $1,900,573 | — | $1,900,573 |
| BLACKROCK FINANCIAL | NONE | $1,832,136 | — | $1,832,136 |
| THE BANK OF NEW YORK MELLON | NONE | $481,443 | — | $481,443 |
| MERCER | NONE | $205,498 | — | $205,498 |
| DELOITTE TAX LLP | NONE | $129,790 | — | $129,790 |
| FROST BROWN TODD | NONE | $88,011 | — | $88,011 |
| MOSS ADAMS, LLP | NONE | $85,000 | — | $85,000 |
| BAKER TILLY US, LLP | Auditor | $85,000 | — | $85,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- WILLIS TOWERS WATSON US LLC — NONE
- MOSS ADAMS, LLP — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,212,202
- Estimated Expense Ratio: 0.620% 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 | $25,106,875 | $6,311,887 | — | $85,000 | — |
| 2023 | $20,968,536 | $2,767,973 | — | $65,000 | — |
| 2022 | $11,259,409 | $6,151,748 | $1,877,853 | — | $1,358,128 |