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Original filing (PDF)20231011163854NAL0061148818001
NEENAH, INC.
Form 5500
FILING_RECEIVED
NEENAH EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
11 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEENAH, INC..
Plan sponsor
Name
NEENAH, INC.
EIN
20-1308307
Address
3460 PRESTON RIDGE ROAD, SUITE 600 · ALPHARETTA, GA · 30005
Phone
(678) 566-6500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENTS | 30-0282430 | — | FIDUCIARY | $579K | — |
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | NONE | $223K | — |
| CBIZ RETIREMENT PLAN SERVICES | 31-1582098 | — | NONE | $45K | — |
| WELLS FARGO | 43-0602162 | — | NONE | $18K | — |
Investments
11 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MGI US SMALL/MID CAP GROWTH EQUITY MERCER GLOBAL INVESTMENTS · EIN 03-0566611 / PN 003 | Common Collective Trust | $0 | — |
| MGI ACTIVE LONG CORP INVESTMENT MERCER GLOBAL INVESTMENTS · EIN 45-6178743 / PN 004 | Common Collective Trust | $0 | — |
| MGI NON-US CORE EQUITY MERCER GLOBAL INVESTMENTS · EIN 03-0566617 / PN 009 | Common Collective Trust | $0 | — |
| MGI EMERGING MKTS EQUITY MERCER GLOBAL INVESTMENTS · EIN 32-6219484 / PN 017 | Common Collective Trust | $0 | — |
| MGI GLOBAL LOW VOLATILITY EQUITY MERCER GLOBAL INVESTMENTS · EIN 35-7004395 / PN 018 | Common Collective Trust | $0 | — |
| PRINCIPAL SHORT TERM INV FUND N PRINCIPAL · EIN 41-6292499 / PN 001 | Common Collective Trust | $0 | — |
| MGI LONG DURATION INV GRADE CREDIT MERCER GLOBAL INVESTMENTS · EIN 26-6700496 / PN 016 | Common Collective Trust | $0 | — |
| MGI US LARGE CAP PASSIVE EQUITY CT MERCER GLOBAL INVESTMENTS · EIN 03-0566613 / PN 005 | Common Collective Trust | $0 | — |
| MGI US LONG DURATION PASSIVE FIXED MERCER GLOBAL INVESTMENTS · EIN 51-0560117 / PN 010 | Common Collective Trust | $0 | — |
| MGI US ACTIVE FIXED INCOME MERCER GLOBAL INVESTMENTS · EIN 03-0566612 / PN 007 | Common Collective Trust | $0 | — |
| OPPORTUNITY FIXED INCOME MERCER GLOBAL INVESTMENTS · EIN 36-7630030 / PN 020 | Common Collective Trust | $0 | — |
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