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Original filing (PDF)20250929171545NAL0015495955001
CLEARWATER PAPER CORPORATION
Form 5500
FILING_RECEIVED
CLEARWATER PAPER REPRESENTED 401(K) PLAN
401(k) retirement plan
Active participants
1,447
Accounts w/ balance
1,759
Plan assets (EOY)
$226.0M
Net assets (EOY)
$226.0M
How this plan invests
This plan
21 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLEARWATER PAPER CORPORATION.
Plan sponsor
Name
CLEARWATER PAPER CORPORATION
EIN
20-3594554
Address
601 WEST RIVERSIDE, SUITE 1100 · SPOKANE, WA · 99201
Phone
(509) 344-5900
Industry
Manufacturingsee all
Plan administrator
Name
CLEARWATER PAPER BENEFITS COMMITEE
EIN
45-2696011
City
SPOKANE, WA
Phone
(509) 344-5900
Plan characteristics
Plan number
039
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
LBMC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $115K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $69K | — |
| MERCER | 13-2834414 | — | CONSULTANT | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LBMC, PC | 62-1199757 | — | ACCOUNTANT/AUDITOR | $29K | — |
Investments
28 direct securities · 21 pooled funds· $379.7M(100% of reported assets)
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.
Uncategorized
$195.6M
28 holdings
Common Collective Trust
$184.1M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Winslow Large Cap Growth Fund | — | — | — | $28.4M | 12.6% | |
| WINSLOW MS LGCP GRTH SEI TRUST COMPANY · EIN 27-3442979 / PN 010 | Common Collective Trust | — | — | $28.4M | 12.6% | |
| Galliard Stable Return Fund E | — | — | — | $25.0M | 11.1% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $25.0M | 11.1% | |
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $20.0M | 8.9% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Trust | — | — | — | $18.5M | 8.2% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $18.5M | 8.2% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Trust | — | — | — | $15.6M | 6.9% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $15.6M | 6.9% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund Class X | — | — | — | $13.8M | 6.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Trust | — | — | — | $13.0M | 5.8% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $13.0M | 5.8% | |
| Conestoga Funds Conestoga Small Cap Fund | — | — | — | $10.3M | 4.6% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Trust | — | — | — | $9.5M | 4.2% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $9.5M | 4.2% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Trust | — | — | — | $7.2M | 3.2% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $7.2M | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Trust | — | — | — | $7.0M | 3.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $7.0M | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Trust | — | — | — | $6.5M | 2.9% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.5M | 2.9% | |
| State Street State Street Global All Cap Equity | — | — | — | $5.5M | 2.4% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $5.5M | 2.4% | |
| State Street State Street U.S. Bond Index Securities Lending Series Fund | — | — | — | $5.2M | 2.3% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $5.2M | 2.3% | |
| State Street State Street Russell Small/Mid-Cap Index Fund | — | — | — | $5.1M | 2.3% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $5.1M | 2.3% | |
| LS CORE PLUS BOND F LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $4.5M | 2.0% | |
| Clearwater Paper Corporation Clearwater Paper Stock Fund | — | — | — | $4.3M | 1.9% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Trust | — | — | — | $3.8M | 1.7% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.7% | |
| Alliance Bernstein Alliance Bernstein US Small and Mid Cap Portfolio | — | — | — | $3.7M | 1.6% | |
| AB US SMMDCP VAL P-1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $3.7M | 1.6% | |
| Dodge & Cox Funds Dodge & Cox International Stock Fund | — | — | — | $2.8M | 1.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Trust | — | — | — | $2.6M | 1.2% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.6M | 1.2% | |
| BrokerageLink Self-directed brokerage accounts | — | — | — | $2.3M | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Trust | — | — | — | $1.9M | 0.8% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Vanguard Funds Vanguard International Growth Fund Admiral Shares | — | — | — | $1.8M | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Trust | — | — | — | $599K | 0.3% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $599K | 0.3% | |
| DFA Emerging Markets Core Equity | — | — | — | $477K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Trust | — | — | — | $474K | 0.2% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $474K | 0.2% | |
| Principal Funds PIF Diversified Real Asset I | — | — | — | $113K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Trust | — | — | — | $107K | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $107K | <0.1% | |
| Fidelity Interest bearing cash account | — | — | — | $12K | <0.1% |