Heidi Blair signed Clearwater Paper Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clearwater Paper Corporation's EIN is 20-3594554.
Download the official 2024 Form 5500 (PDF) for Clearwater Paper Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clearwater Paper Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $155K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 94-3250323 | — | ADVISOR | $119K | — |
| MERCER |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2834414 |
| — |
| CONSULTANT |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT\AUDITOR | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $32.6M | 14.4% | |
| Winslow Large Cap Growth Fund Class I | Other securities | — | — | $22.1M | 9.8% | |
| WINSLOW MS LGCP GRTH SEI TRUST COMPANY · EIN 27-3442979 / PN 010 | Common Collective Trust | — | — | $22.1M | 9.8% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Trust | Other securities | — | — | $17.4M | 7.7% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $17.4M | 7.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Trust | Other securities | — | — | $17.0M | 7.5% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.0M | 7.5% | |
| Galliard Stable Return Fund E | Other securities | — | — | $15.3M | 6.8% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $15.3M | 6.8% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund Class X | Mutual Funds | — | — | $12.3M | 5.5% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Trust | Other securities | — | — | $11.3M | 5.0% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $11.3M | 5.0% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Trust | Other securities | — | — | $10.0M | 4.4% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.0M | 4.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Trust | Other securities | — | — | $9.7M | 4.3% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.7M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Trust | Other securities | — | — | $9.3M | 4.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.3M | 4.1% | |
| State Street State Street Russell Small/Mid Cap Index Fund | Common Collective Trusts | — | — | $8.7M | 3.9% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $8.7M | 3.9% | |
| State Street State Street Global All Cap Equity | Other securities | — | — | $7.4M | 3.3% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $7.4M | 3.3% | |
| Conestoga Funds Conestoga Small Cap Fund | Other securities | — | — | $7.3M | 3.2% | |
| Brokerage link Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $6.6M | 2.9% | |
| State Street State Street U.S. Bond Index Securities Lending Series Fund | Other securities | — | — | $6.3M | 2.8% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $6.3M | 2.8% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Trust | Other securities | — | — | $4.9M | 2.2% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.2% | |
| Participant Loans Interest rates from 3.25% to 9.50%, maturing through June 2038 | Bonds / Notes | — | — | $3.8M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Trust | Other securities | — | — | $3.5M | 1.5% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| Alliance Bernstein Alliance Bernstein US Small and Mid-Cap Portfolio | Other securities | — | — | $3.2M | 1.4% | |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $3.2M | 1.4% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $3.0M | 1.3% | |
| Clearwater Paper Corporation Clearwater Paper Stock Fund | Common Stocks | — | — | $3.0M | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Trust | Other securities | — | — | $3.0M | 1.3% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.3% | |
| Dodge & Cox Funds Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.3M | 1.0% | |
| Vanguard Funds Vanguard International Growth Fund Admiral | Mutual Funds | — | — | $1.9M | 0.9% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Trust | Other securities | — | — | $1.3M | 0.6% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Trust | Other securities | — | — | $1.2M | 0.5% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $582K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Trust | Other securities | — | — | $346K | 0.2% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $346K | 0.2% | |
| Principal Funds PIF Diversified Real Asset I | Other securities | — | — | $149K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust | Other securities | — | — | $98K | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $98K | <0.1% | |
| Fidelity Interest bearing cash account | Mutual Funds | — | — | $79K | <0.1% |
