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Original filing (PDF)20251006121737NAL0003393697001
WEST FRASER, INC.
Form 5500
FILING_RECEIVED
WEST FRASER, INC. 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
401(k) retirement plan
Active participants
790
Accounts w/ balance
995
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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 WEST FRASER, INC..
Plan sponsor
Name
WEST FRASER, INC.
EIN
72-1489951
Address
1900 EXETER RD · SUITE 105 · GERMANTOWN, TN · 38138
Phone
(901) 620-4146
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
Investments
27 direct securities · 2 pooled funds· $28.2M(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
$26.0M
26 holdings
Pooled Separate Accounts
$1.1M
1 holding
Pooled Separate Account
$1.1M
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| (b)(c) Identity of Issue/Description (e) Value Mutual funds * Fidelity 500 Index Institutional Premium Fund | — | — | — | $2.5M | 9.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.1M | 7.7% | |
| Dodge & Cox International Stock Fund | — | — | — | $1.8M | 6.8% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.8M | 6.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.8M | 6.5% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.5M | 5.7% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.4M | 5.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.4M | 5.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 5.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.3M | 4.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.3M | 4.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.2M | 4.4% | |
| New York Life Anchor Account | Pooled Separate Accounts | — | — | $1.1M | 4.2% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.1M | 4.2% | |
| Participant loans * Loans to participants, interest rates ranging from 4.25% to 9.50% | — | — | — | $1.1M | 3.9% | |
| TCW MetWest Total Return Bond I Fund | — | — | — | $932K | 3.4% | |
| Fidelity Mid Cap Index Fund | — | — | — | $734K | 2.7% | |
| Fidelity International Growth Fund | — | — | — | $697K | 2.6% | |
| Nationwide Geneva Small Cap Growth R6 Fund | — | — | — | $654K | 2.4% | |
| Allspring Special Mid Cap Value R6 Fund | — | — | — | $572K | 2.1% | |
| American Funds American Mutual R6 Fund | — | — | — | $531K | 2.0% | |
| JPMorgan Large Cap Growth Fund Class R6 | — | — | — | $374K | 1.4% | |
| Loomis Sayles Investment Grade Bond Fund Class Y | — | — | — | $325K | 1.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $259K | 1.0% | |
| American Beacon Small Cap Value Fund | — | — | — | $108K | 0.4% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $40K | 0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $28K | 0.1% | |
| Blackrock Mid Cap Growth Equity K Fund | — | — | — | $25K | <0.1% | |
| MISSIONSQ PLUS R10 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% |
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