Plan Snapshot
- Plan Sponsor: International Paper Company
- Sponsor EIN: 130872805
- Sponsor Address: 6400 POPLAR AVENUE, MEMPHIS, TN, 381970100
- Plan Type: 401(k)
- Plan Number: 226
- Total Participants: 0
- Total Assets: $336.5M
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 | $336.5M | $0 | $0 |
| 2023 | 0 | $336.4M | $0 | $0 |
| 2022 | 0 | $418.0M | $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 | $277,753 | — | $277,753 |
| PZENA CAPITAL MANAGEMENT | Other Service Provider | $260,365 | — | $260,365 |
| EARNEST PARTNERS, LLC | Other Service Provider | $252,874 | — | $252,874 |
| WESTFIELD CAPITAL MANAGEMENT | Other Service Provider | $242,930 | — | $242,930 |
| CHAMPLAIN INVESTMENT PARTNERS | Other Service Provider | $228,113 | — | $228,113 |
| NEWSOUTH | Other Service Provider | $208,202 | — | $208,202 |
| STATE STREET BANK | Custodian / Trustee | $52,217 | — | $52,217 |
| INTERNATIONAL PAPER | Other Service Provider | $15,884 | — | $15,884 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,538,338
- Estimated Expense Ratio: 0.457% 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 | $1,298,880 | $1,230,779 | — | — | — |
| 2023 | $1,326,216 | $1,287,629 | — | — | — |
| 2022 | -$131,694 | $1,106,012 | — | — | $80,934 |