Plan Snapshot
- Plan Sponsor: International Paper Company
- Sponsor EIN: 130872805
- Sponsor Address: 6400 POPLAR AVENUE, MEMPHIS, TN, 381970100
- Plan Type: 401(k)
- Plan Number: 227
- Total Participants: 0
- Total Assets: $670.1M
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 | $670.1M | $0 | $0 |
| 2023 | 0 | $719.1M | $0 | $0 |
| 2022 | 0 | $833.6M | $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 |
|---|---|---|---|---|
| WALTER SCOTT | Other Service Provider | $290,503 | — | $290,503 |
| WELLINGTON MANAGEMENT | Other Service Provider | $246,619 | — | $246,619 |
| ACADIAN | Other Service Provider | $221,778 | — | $221,778 |
| MONDRIAN | Other Service Provider | $187,261 | — | $187,261 |
| BLACKROCK | Other Service Provider | $179,882 | — | $179,882 |
| STATE STREET BANK | Custodian / Trustee | $70,617 | — | $70,617 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $35,479 | — | $35,479 |
| INTERNATIONAL PAPER | Other Service Provider | $17,251 | — | $17,251 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,249,390
- Estimated Expense Ratio: 0.186% 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 | $1,318,373 | $1,230,506 | — | — | — |
| 2023 | $1,486,760 | $1,420,575 | — | — | — |
| 2022 | -$107,075 | $1,273,166 | — | — | $97,192 |