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Original filing (PDF)20250731083223NAL0005742913001
DRAX BIOMASS INC.
Form 5500
FILING_RECEIVED
DRAX BIOMASS INC. 401(K) PLAN
401(k) retirement plan
Active participants
494
Accounts w/ balance
492
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 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
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRAX BIOMASS INC..
Plan sponsor
Name
DRAX BIOMASS INC.
EIN
99-0371042
Address
1500 NORTH 19TH · SUITE 501 · MONROE, LA · 71201
Phone
(318) 582-4300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HLB GROSS COLLINS, 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 | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Investments
29 direct securities · 1 pooled fund· $24.3M(93% 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
$23.7M
29 holdings
Common Collective Trust
$585K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ( a ) Identity of Issuer Description Cost Current Value * Fidelity Investments Fidelity 500 Index a | — | — | — | $4.0M | 15.5% | |
| T. Rowe Price T. Rowe Price Retirement 2045 a | — | — | — | $2.5M | 9.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 a | — | — | — | $1.8M | 6.9% | |
| JPMorgan Large Cap Growth R6 a | — | — | — | $1.8M | 6.9% | |
| Fidelity Investments Fidelity International Index a | — | — | — | $1.3M | 5.1% | |
| T. Rowe Price T. Rowe Price Retirement 2040 a | — | — | — | $1.3M | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2030 a | — | — | — | $1.2M | 4.5% | |
| T. Rowe Price T. Rowe Price Retirement 2025 a | — | — | — | $1.0M | 3.9% | |
| T. Rowe Price T. Rowe Price Retirement 2060 a | — | — | — | $969K | 3.7% | |
| T. Rowe Price T. Rowe Price Retirement 2050 a | — | — | — | $898K | 3.4% | |
| Participant Loans Notes receivable with interest rates of 4.25% to 9.50% - | — | — | — | $788K | 3.0% | |
| Fidelity Investments Fidelity US Bond Idx a | — | — | — | $739K | 2.8% | |
| T. Rowe Price JPMorgan Equity Income R6 a | — | — | — | $699K | 2.7% | |
| Fidelity Investments Fidelity Small Cap Growth a | — | — | — | $668K | 2.6% | |
| Franklin Templeton Investments ClearBridge International Growth I a | — | — | — | $659K | 2.5% | |
| Allspring Global Investments Allspring Special Mid Cap Value R6 a | — | — | — | $640K | 2.5% | |
| TRP STABLE VALUE E T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $585K | 2.2% | |
| Fidelity Investments Fidelity Small Cap Index a | — | — | — | $560K | 2.1% | |
| Fidelity Investments Fidelity Mid Cap Index a | — | — | — | $388K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2015 a | — | — | — | $385K | 1.5% | |
| T. Rowe Price T. Rowe Price Retirement 2065 a | — | — | — | $313K | 1.2% | |
| JPMorgan Mid Cap Growth R6 a | — | — | — | $281K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 a | — | — | — | $175K | 0.7% | |
| Transamerica International Equity R6 a | — | — | — | $169K | 0.6% | |
| Federated Hermes Instl High Yield Bd IS a | — | — | — | $165K | 0.6% | |
| Janus Henderson Janus Henderson Developed World Bond I a | — | — | — | $93K | 0.4% | |
| T. Rowe Price T. Rowe Price Retire Bal a | — | — | — | $75K | 0.3% | |
| Franklin Templeton Investments Franklin Small Cap Value R6 a | — | — | — | $68K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2010 a | — | — | — | $36K | 0.1% | |
| Fidelity Investments Fidelity Government Money Market K6 a | — | — | — | $5K | <0.1% |
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