Plan Snapshot
- Plan Sponsor: International Paper Company
- Sponsor EIN: 130872805
- Sponsor Address: 6400 POPLAR AVENUE, MEMPHIS, TN, 381970100
- Plan Type: 401(k)
- Plan Number: 223
- Total Participants: 0
- Total Assets: $491.6M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $491.6M | $0 | $0 |
| 2023 | 0 | $379.7M | $0 | $0 |
| 2022 | 0 | $569.0M | $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 |
|---|---|---|---|---|
| ARTISAN PARTNERS | Other Service Provider | $350,647 | — | $350,647 |
| HOOD RIVER CAPITAL MANAGEMENT | Other Service Provider | $347,205 | — | $347,205 |
| KESTREL INVESTMENT | Other Service Provider | $317,692 | — | $317,692 |
| WELLINGTON MANAGEMENT | Other Service Provider | $300,177 | — | $300,177 |
| SHAPIRO CAPITAL MGMT | Other Service Provider | $274,486 | — | $274,486 |
| BLACKROCK | Other Service Provider | $173,384 | — | $173,384 |
| STATE STREET BANK | Custodian / Trustee | $70,154 | — | $70,154 |
| INTERNATIONAL PAPER | Other Service Provider | $17,313 | — | $17,313 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,851,058
- Estimated Expense Ratio: 0.377% 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 | $1,837,645 | $1,750,178 | — | — | — |
| 2023 | $1,702,445 | $1,625,686 | — | — | — |
| 2022 | -$126,567 | $1,628,206 | — | — | $95,738 |