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Original filing (PDF)20251009114352NAL0003873587001
GEORGIA-PACIFIC LLC
Form 5500
FILING_RECEIVED
GEORGIA-PACIFIC LLC HOURLY 401(K) PLAN
401(k) retirement plan
Signals · 3
1 failed disclosure26% in single holding7 service providers
Active participants
15,433
Accounts w/ balance
20,425
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
1 pooled trust
Schedule D
14 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
85
Concentration risk
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "SP 500 INDEX PL CL G" is 26% of plan.
- 13 bps in Schedule C fees — 152% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGIA-PACIFIC LLC.
Plan sponsor
Name
GEORGIA-PACIFIC LLC
EIN
93-0432081
Address
133 PEACHTREE STREET NE · 12TH FLOOR · ATLANTA, GA · 30303
Phone
(404) 652-2109
Industry
Manufacturingsee all
Plan administrator
Name
KOCH BENEFITS ADMINISTRATIVE COMMITTEE
EIN
20-3661223
City
WICHITA, KS
Phone
(404) 652-2109
Plan characteristics
Plan number
073
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $974K | — |
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $801K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | INVESTMENT ADVISOR | $10K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT/AUDITOR | $22K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $22K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
14 direct securities · 1 pooled fund· $2.8B(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
$1.4B
14 holdings
Master Trust
$1.4B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| KOCH COMPANIES DC MASTER TRUST KOCH COMPANIES, LLC · EIN 27-0627941 / PN 001 | Master Trust | — | — | $1.4B | 95.8% | |
| SP 500 INDEX PL CL G | — | — | — | $369.0M | 24.8% | |
| FIAM US BOND INX G | — | — | — | $146.6M | 9.9% | |
| FID SHORT INT ENHCD COMM POOL | — | — | — | $126.3M | 8.5% | |
| FID FRDM INX 2030 C | — | — | — | $104.3M | 7.0% | |
| SP LC VALUE INDEX G | — | — | — | $94.6M | 6.4% | |
| FID FRDM INX 2035 C | — | — | — | $92.4M | 6.2% | |
| FID FRDM INX 2040 C | — | — | — | $89.4M | 6.0% | |
| SP TTL MRKT IDX CL G | — | — | — | $80.2M | 5.4% | |
| SP MID CAP IDX CL K | — | — | — | $78.9M | 5.3% | |
| SP GLB EXUS IDX CL G | — | — | — | $72.0M | 4.8% | |
| SP SMALL CP IND CL K | — | — | — | $62.9M | 4.2% | |
| FID FRDM INX 2050 C | — | — | — | $51.1M | 3.4% | |
| FID FRDM INX 2055 C | — | — | — | $47.6M | 3.2% | |
| FID FRDM INX 2065 C | — | — | — | $9.0M | 0.6% |