Potlatchdeltic Retirement Plan
Sponsored by Potlatchdeltic Corporation · EIN 820156045 · Plan #101
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 523
- 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 |
|---|---|---|
| Metlife Investment Management, Llc CRD 142463 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Metlife Investment Management | Investment management, Investment management fees (direct), Investment management fees (indirect) | $251,972 |
| Mercer | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $234,254 |
| Milliman | Actuarial, Contract administrator, Direct payment from the plan | $225,440 |
| Mercer Investments Llc | Investment management fees (direct), Investment management fees (indirect) | $75,000 |
| Us Bank National Association | Trustee (institutional) | $40,382 |
| Principal Financial Group | Trustee (institutional) | $9,774 |