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Original filing (PDF)20251014102911NAL0002523937001
RAYONIER ADVANCED MATERIALS INC.
Form 5500
FILING_RECEIVED
RAYONIER ADVANCED MATERIALS INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
39% in single holdingNo recordkeeper disclosed6 service providers
Active participants
372
Accounts w/ balance
—
Plan assets (EOY)
$390.3M
Net assets (EOY)
$330.3M
How this plan invests
This plan
8 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
80
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II (extraction pending)]" is 39% of plan.
- 44 bps in Schedule C fees — 337% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAYONIER ADVANCED MATERIALS INC..
Plan sponsor
Name
RAYONIER ADVANCED MATERIALS INC.
EIN
46-4559529
Address
1301 RIVERPLACE BLVD · SUITE 2300 · JACKSONVILLE, FL · 32207
Phone
(904) 357-4600
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
ENNIS, PELLUM & ASSOCIATES CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO | 95-2632339 | — | INV. ADVISORY | $883K | — |
| NATIONAL FINANCIAL PARTNERS CORP | 13-4029115 | — | INV. ADVISORY | $104K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | TRUSTEE | $243K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 84-0467907 | — | CONTRACT ADMINISTRATOR | $115K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENNIS PELLUM & ASSOCIATES CPA | 59-1843700 | — | AUDITOR | $244K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-3532603 | — | ACTUARY | $114K | — |
Investments
4 direct securities · 8 pooled funds· $75.8M(19% 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.
Common Collective Trust
$47.0M
8 holdings
Uncategorized
$28.8M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II (extraction pending)] | — | — | — | $18.4M | 4.7% | |
| S&P 500 (R) INDX SL SF CL II (CMG2) STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $18.4M | 4.7% | |
| GLOBAL ALL CAP EQUITY EX-U.S. INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $10.4M | 2.7% | |
| WORLD DEVELOPED EX US INDEX SL SF C | — | — | — | $6.3M | 1.6% | |
| SMALL CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $3.8M | 1.0% | |
| MID CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $3.6M | 0.9% | |
| MID CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $3.6M | 0.9% | |
| SMALL CAP VALUE FUND II WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $3.6M | 0.9% | |
| DAILY MSCI EMG MKTS INDX SL FUND Z | — | — | — | $2.6M | 0.7% | |
| INTERNATIONAL GROWTH FUND II WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.8M | 0.5% | |
| INTERNATIONAL STOCK FUND WILMINGTON TRUST, N.A. · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| GLOBAL SMALL CAP EQUITY EX-US SL SF | — | — | — | $1.5M | 0.4% |
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