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Original filing (PDF)20251015105323NAL0005850688001
CANFOR SOUTHERN PINE, INC.
Form 5500
FILING_RECEIVED
CANFOR SOUTHERN PINE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,566
Accounts w/ balance
2,837
Plan assets (EOY)
$141.7M
Net assets (EOY)
$141.7M
How this plan invests
This plan
23 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CANFOR SOUTHERN PINE, INC..
Plan sponsor
Name
CANFOR SOUTHERN PINE, INC.
EIN
57-1128614
Address
3700 CLAY POND ROAD · MYRTLE BEACH, SC · 29579
Phone
(843) 903-8343
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH DUKES & BUCKALEW LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $71K | — |
Investments
10 direct securities · 23 pooled funds· $143.1M(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.
Common Collective Trust
$122.4M
23 holdings
Uncategorized
$20.5M
9 holdings
Mutual Funds
$228K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GG TRP RETIREMENT DATE 2030 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $15.8M | 11.2% | |
| GG TRP RETIREMENT DATE 2035 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $14.1M | 10.0% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $13.4M | 9.5% | |
| GG TRP RETIREMENT DATE 2025 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $13.1M | 9.3% | |
| GG TRP RETIREMENT DATE 2040 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $11.0M | 7.7% | |
| GG TRP RETIREMENT DATE 2045 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $9.3M | 6.6% | |
| GG TRP RETIREMENT DATE 2055 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $8.4M | 5.9% | |
| LARGE CAP GROWTH FUND III I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $7.3M | 5.1% | |
| GG TRP RETIREMENT DATE 2050 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $6.5M | 4.6% | |
| GG TRP RETIREMENT DATE 2020 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $6.2M | 4.3% | |
| Participant Notes Receivable Interest rates from 4.25% to 9.50% -0- | — | — | — | $5.2M | 3.7% | |
| GG TRP RETIREMENT DATE 2060 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $4.6M | 3.3% | |
| T. Rowe Price Government Money # | — | — | — | $4.3M | 3.1% | |
| MID CAP GROWTH FUND II CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $3.6M | 2.6% | |
| Fidelity 500 Index Fund # | — | — | — | $3.5M | 2.4% | |
| T. Rowe Price Dividend Growth # | — | — | — | $3.3M | 2.3% | |
| J.P. Morgan Small Cap Growth R6 # | — | — | — | $2.2M | 1.5% | |
| GG TRP RETIREMENT DATE 2065 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $2.0M | 1.4% | |
| CORE BOND FUND CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 035 | Common Collective Trust | — | — | $1.5M | 1.1% | |
| Great Gray Trust International Growth Fund II # | — | — | — | $1.4M | 1.0% | |
| FRANKLIN GROWTH GG TRUST CIT GREAT GRAY TRUST COMPANY, LLC · EIN 82-3341628 / PN 360 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| GG TRP RETIREMENT DATE 2015 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| MID CAP VALUE FUND II CL GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | — | — | $801K | 0.6% | |
| LARGE CAP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $602K | 0.4% | |
| SMALL CAP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $524K | 0.4% | |
| GG TRP RETIREMENT DATE 2010 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $462K | 0.3% | |
| COHEN & STEERS U.S. REALT COHEN & STEERS COLLECTIVE INVESTMENT TRUST · EIN 47-1211722 / PN 003 | Common Collective Trust | — | — | $345K | 0.2% | |
| T. Rowe Price New Era # | — | — | — | $242K | 0.2% | |
| Fidelity Inflation Protected Bond Index # | Mutual Funds | — | — | $228K | 0.2% | |
| EMERGING MARKETS FUND II CL I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $221K | 0.2% | |
| Fidelity U.S. Bond Index Fund # | — | — | — | $170K | 0.1% | |
| Fidelity International Index Fund # | — | — | — | $146K | 0.1% | |
| GG TRP RETIREMENT DATE 2005 I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $55K | <0.1% |
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