Sappi North America, Inc. Retirement Plan For Salaried Employees
Sponsored by Sappi North America, Inc. · EIN 232366983 · Plan #037
- Total assets
- $85.4M
- Net assets
- $85.4M
- Active participants
- 211
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
| Wellington Management Company Llp CRD 106595 | fuzzy_auto · 97% | 2024 |
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| New England Pension Consultants | Consulting (pension) | $104,885 |
| Income Research & Management | Investment management | $95,953 |
| Wellington Management | Investment management | $80,382 |
| Principal Trust Company | Trustee (institutional), Account maintenance fees | $46,918 |
| Mellon Capital | Investment management | $32,433 |
| Silchester International Investors | Investment management | $29,423 |
| Aon Consulting, Inc. | Actuarial | $21,559 |
| Caron & Bletzer, Pllc | Accounting | $18,800 |
| Loomis Sayles Trust Company | Investment management | $17,430 |
| State Street Global Advisors | Investment advisory (plan) | $5,277 |