International Paper Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: International Paper Company
  • Sponsor EIN: 130872805
  • Sponsor Address: 6400 POPLAR AVENUE, MEMPHIS, TN, 38197
  • Plan Type: 401(k)
  • Plan Number: 213
  • Total Participants: 0
  • Total Assets: $6.4B

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$6.4B$0$0
20230$7.2B$0$0
20220$7.4B$0$0

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
DYAL III PENSION INVESTOR LPOther Service Provider$4,651,706—$4,651,706
JP MORGANRecordkeeper$2,727,158—$2,727,158
INTERNATIONAL PAPEROther Service Provider$1,909,701—$1,909,701
NISA INVESTMENT ADVISORS, LLCOther Service Provider$1,870,518—$1,870,518
PACIFIC INVESTMENT MANAGEMENT COOther Service Provider$1,815,813—$1,815,813
WESTERN ASSET MANAGEMENTOther Service Provider$1,606,074—$1,606,074
TCV XI(A), LPOther Service Provider$1,563,826—$1,563,826
LIGHTYEAR FUND IV, L.POther Service Provider$1,458,097—$1,458,097
STATE STREET BANKCustodian / Trustee$1,372,517—$1,372,517
PRUDENTIAL (PGIM)Other Service Provider$1,290,697—$1,290,697
ACADIAN ASSET MGMT LLCOther Service Provider$1,264,031—$1,264,031
WELLINGTON MANAGEMENT CO LLPOther Service Provider$1,172,394—$1,172,394
UBS REALTYOther Service Provider$1,002,941—$1,002,941
FORTRESS CREDITOther Service Provider$978,320—$978,320
BLACKROCK FINANCIAL MANAGEMENT, INCOther Service Provider$762,853—$762,853
WARBURG PINCUS LPOther Service Provider$658,652—$658,652
WALTER SCOTT AND PARTNERS LTDOther Service Provider$623,014—$623,014
BREP EUROPEOther Service Provider$583,744—$583,744
PZENA INVESTMENT MANAGEMENTOther Service Provider$532,393—$532,393
DOUBLELINE CAPITAL LPOther Service Provider$497,509—$497,509
SCULPTOR REAL ESTATEOther Service Provider$465,280—$465,280
MONDRIAN INVESTMENT PARTNERS LTDOther Service Provider$433,159—$433,159
WELSH, CARSON, ANDERSON & STOWEOther Service Provider$425,719—$425,719
NEPC LLCRecordkeeper$425,000—$425,000
BAIN CAPITAL FUND XIII, LPOther Service Provider$410,058—$410,058
ARTISAN PARTNERSOther Service Provider$398,353—$398,353
SANDS CAPITAL MANAGEMENT LLCOther Service Provider$390,760—$390,760
BAILLIE GIFFORD OVERSEAS LTDOther Service Provider$385,617—$385,617
STARWOOD DISTRESSED OOP FD IX LPOther Service Provider$372,958—$372,958
NEWBURY EQUITY PARTNERSOther Service Provider$359,052—$359,052
THE CARLYLE GROUPOther Service Provider$306,877—$306,877
HOOD RIVER CAPITAL MGMTOther Service Provider$289,236—$289,236
INTECH INVESTMENT MANAGEMENTOther Service Provider$270,593—$270,593
KESTREL INVESTMENT MANAGEMENT CORPOther Service Provider$262,342—$262,342
RIVERSTONE ENERGY LIMITEDOther Service Provider$235,947—$235,947
SANDERS CAPITALOther Service Provider$223,972—$223,972
SHAPIRO CAPITAL MANAGEMENT LLCOther Service Provider$221,080—$221,080
EARNEST PARTNERS, LLCOther Service Provider$198,150—$198,150
WESTFIELD CAPITAL MANAGEMENTOther Service Provider$193,606—$193,606
GENERAL ATLANT INVESTMENT PARTNERSOther Service Provider$189,285—$189,285
MARATHON ASSET MANAGEMENTOther Service Provider$187,872—$187,872
MILESTONE REAL ESTATEOther Service Provider$170,067—$170,067
KOHLBERG TE INVESTORS IX, LPOther Service Provider$149,426—$149,426
NEWSOUTH CAPITAL MANAGEMENTOther Service Provider$132,019—$132,019
GLP CAPITAL PARTNERS IVOther Service Provider$127,585—$127,585
STERLING GROUP PARTNERS VOther Service Provider$121,329—$121,329
THOMA BRAVO FUND XIV A LPOther Service Provider$121,156—$121,156
AG COMMERICAL REAL ESTATE DEBTOther Service Provider$112,466—$112,466
BLACKSTONE REAL ESTATE PARTNERSOther Service Provider$103,503—$103,503
JOHN HANCOCK FORESTREE IPRecordkeeper$64,140—$64,140
CLARION INVESTORSOther Service Provider$63,902—$63,902
LLR EQUITY PART INT VI LPOther Service Provider$51,014—$51,014
BESTX LTDOther Service Provider$50,083—$50,083
JH WHITNEYOther Service Provider$46,168—$46,168
BAYVIEW OFFSHOREOther Service Provider$36,266—$36,266
LAVIEN OFFSHORE DIS HOLDINGSOther Service Provider$36,254—$36,254
BLOOMBERG FINANCE L.POther Service Provider$26,102—$26,102
GRIDIRON CAPITALOther Service Provider$21,910—$21,910
MANULIFERecordkeeper$21,874—$21,874
WIND POINT PARTNERSOther Service Provider$21,696—$21,696
BROADRIDGE ICSOther Service Provider$14,140—$14,140
STATE STREET GLOBAL ADVISORSOther Service Provider$9,033—$9,033

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $36,487,007
  • Estimated Expense Ratio: 0.572% of plan assets

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2024$36,486,811$33,204,593———
2023$32,039,022$29,222,249———
2022$59,235,209$32,635,194——$4,902,641

Similar Plans