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Original filing (PDF)20251015165828NAL0005476081001

WOODLAND PULP LLC

Form 5500
FILING_RECEIVED
WOODLAND PULP LLC PENSION PLAN
Defined-benefit pension plan
Signals · 1
26% in single holding
Active participants
62
Accounts w/ balance
Plan assets (EOY)
$10.2M
Net assets (EOY)
$10.2M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
91
/ 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
87
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "Vanguard 500 Index Fund FD Admiral Shares Registered investment company" is 26% of plan.
Helping the score
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOODLAND PULP LLC.
Plan sponsor
Name
WOODLAND PULP LLC
EIN
52-2326683
Address
144 MAIN STREET · BAILEYVILLE, ME · 04694
Phone
(207) 427-4196
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

No Schedule C providers reported

Investments

15 direct securities· $9.8M(96% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard 500 Index Fund FD Admiral Shares Registered investment company$1.1M$2.5M24.6%
Metropolitan West Total Return BD PL Registered investment company$1.9M$1.6M15.6%
Vanguard Short-Term Inv. - Grade Adm. Shares Registered investment company$921K$891K8.8%
Baird Core Plus Bond Instl Registered investment company$994K$877K8.6%
Vanguard FTSE All-World ex-US Index Adm Registered investment company$744K$839K8.2%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares Registered investment company$875K$771K7.6%
T Rowe Price Overseas Stock Fund I Registered investment company$523K$641K6.3%
Baird Short-Term Bond Inst Registered investment company$392K$381K3.7%
JPMorgan Managed Income Fund L Class Shares Registered investment company$345K$345K3.4%
Blackrock Emerging Markets Fund Class I Registered investment company$264K$260K2.6%
Vanguard Ultra Short Term BD Inv Registered investment company$174K$176K1.7%
Metropolitan West Unconstrained BD I Registered investment company$183K$160K1.6%
JP Morgan Small Cap Equity R5 Registered investment company$152K$145K1.4%
Vanguard Extended Market Index Fund Admiral Shares Registered investment company$67K$120K1.2%
Dodge & Cox Stock I Registered investment company$47K$51K0.5%

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