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Original filing (PDF)20231011164103NAL0040655200001
NEENAH NORTHEAST, LLC
Form 5500
FILING_RECEIVED
NEENAH FORMER 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
12 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)
86
/ 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
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
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 NORTHEAST, LLC.
Plan sponsor
Name
NEENAH NORTHEAST, LLC
EIN
54-1684641
Address
3460 PRESTON RIDGE RD., SUITE 600 · ALPHARETTA, GA · 30005
Phone
(413) 539-5233
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-11
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
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 | — | NONE | $1.6M | — |
| MERCER HUMAN RESOURCE CONSULTING | 13-2834414 | — | NONE | $166K | — |
| CBIZ RETIREMENT PLAN SERVICES | — | WOODSTOCK, GA | NONE | $94K | — |
| WELLS FARGO BANK, N.A. | 22-1147033 | — | NONE | $54K | — |
Investments
12 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 |
|---|---|---|---|
| OPPURTUNITY FIXED INCOME FUND MERCER GLOBAL INVESTMENTS · EIN 36-7630030 / PN 020 | Common Collective Trust | $0 | — |
| EMERGING MARKETS FUND MERCER GLOBAL INVESTMENTS · EIN 32-6219484 / PN 017 | Common Collective Trust | $0 | — |
| ERISA HEDGE FUND INVESTORS PORTFOLI MERCER GLOBAL INVESTMENTS · EIN 47-2199849 / PN 021 | Common Collective Trust | $0 | — |
| GLOBAL LOW VOLATILITY EQUITY PORTFO MERCER GLOBAL INVESTMENTS · EIN 35-7004395 / PN 018 | Common Collective Trust | $0 | — |
| ACTIVE LONG CORP INVESTMENT PORTFOL MERCER GLOBAL INVESTMENTS · EIN 45-6178743 / PN 004 | Common Collective Trust | $0 | — |
| LONG DURATION INV GRADE CREDIT MERCER GLOBAL INVESTMENTS · EIN 26-6700496 / PN 016 | Common Collective Trust | $0 | — |
| NON-US CORE EQUITY MERCER GLOBAL INVESTMENTS · EIN 03-0566617 / PN 009 | Common Collective Trust | $0 | — |
| US LARGE CAP PASSIVE EQUITY MERCER GLOBAL INVESTMENTS · EIN 03-0566613 / PN 005 | Common Collective Trust | $0 | — |
| US LONG DURATION PASSIVE FIXED INCO MERCER GLOBAL INVESTMENTS · EIN 51-0560017 / PN 010 | Common Collective Trust | $0 | — |
| US PASSIVE FIXED INCOME MERCER GLOBAL INVESTMENTS · EIN 03-0566612 / PN 007 | Common Collective Trust | $0 | — |
| MGI US SMALL/MID CAP GROWTH MERCER GLOBAL INVESTMENTS · EIN 03-0566611 / PN 003 | Common Collective Trust | $0 | — |
| US ACTIVE FIXED INCOME MERCER GLOBAL INVESTMENTS · EIN 85-2621954 / PN 048 | Common Collective Trust | $0 | — |