Plan Snapshot
- Plan Sponsor: Tredegar Corporation
- Sponsor EIN: 541497771
- Sponsor Address: 1100 BOULDERS PARKWAY, RICHMOND, VA, 23225
- Plan Type: 401(k)
- Total Participants: 1,444
- Total Assets: $137.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,444 | $137.3M | $3.8M | $6.5M |
| 2023 | 1,454 | $136.5M | $4.0M | $6.8M |
| 2022 | 1,981 | $130.4M | $3.8M | $6.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $118,030 | — | $118,030 |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | $53,250 | — | $53,250 |
| PBMARES | ACCOUNTANT/AUDITOR | $38,307 | — | $38,307 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $21,683 | — | $21,683 |
| KEITER | ACCOUNTANT/AUDITOR | $6,778 | — | $6,778 |
| GROOM LAW GROUP | ATTORNEY/LEGAL | $5,392 | — | $5,392 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PBMARES — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- GROOM LAW GROUP — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $243,440
- Estimated Expense Ratio: 0.177% 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 | $240,200 | $21,683 | — | $45,085 | — |
| 2023 | $189,359 | $19,091 | $300 | $4,680 | — |
| 2022 | $263,809 | $15,384 | — | — | — |