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Original filing (PDF)20251008162610NAL0005821345001
POTLATCHDELTIC CORPORATION
Form 5500
FILING_RECEIVED
POTLATCHDELTIC RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
74% in single holdingNo recordkeeper disclosed6 service providers
Active participants
523
Accounts w/ balance
—
Plan assets (EOY)
$172.5M
Net assets (EOY)
$172.5M
How this plan invests
This plan
3 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SGA MSCI ACWI INDEX NON-LENDING FUND CTF" is 74% of plan.
- 49 bps in Schedule C fees — 385% 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 POTLATCHDELTIC CORPORATION.
Plan sponsor
Name
POTLATCHDELTIC CORPORATION
EIN
82-0156045
Address
601 WEST FIRST AVE, SUITE 1600 · SPOKANE, WA · 992013807
Phone
(509) 835-1500
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE INVESTMENT MANAGEMENT | 82-2405817 | — | NONE | $252K | — |
| MERCER | 13-2834414 | — | NONE | $234K | — |
| MILLIMAN | 91-0675641 | — | NONE | $225K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $75K | — |
| US BANK NATIONAL ASSOCIATION | 31-0841368 | — | NONE | $40K | — |
| PRINCIPAL FINANCIAL GROUP | 42-1466678 | — | NONE | $10K | — |
Investments
4 direct securities · 3 pooled funds· $339.7M(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
$170.7M
4 holdings
Common Collective Trust
$169.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SGA MSCI ACWI INDEX NON-LENDING FUND CTF | — | 517,235 | — | $126.7M | 73.4% | |
| MERCER ACT. LONG CORP. FI PORTFOLIO MERCER TRUST COMPANY LLC · EIN 45-6178743 / PN 004 | Common Collective Trust | — | — | $126.7M | 73.4% | |
| SGA REAL ASSET NON-LENDING SERIES FUND CLASS A | — | 2,011,936 | — | $34.3M | 19.9% | |
| SSGA MSCI ACWI INDEX NL CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 84-3172952 / PN 001 | Common Collective Trust | — | — | $34.3M | 19.9% | |
| MERCER ACTIVE LONG CORPORATE FUNDS | — | 7,227,730 | — | $8.0M | 4.7% | |
| SSGA REAL ASSET NL CIT STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 374 | Common Collective Trust | — | — | $8.0M | 4.7% | |
| FIRST AM TREAS OB FD CL Z | — | 1,703,645 | — | $1.7M | 1.0% |