# Tredegar Corporation 401(k) Plan
Source: https://planprovider.pro/companies/tredegar-corporation-401k-plan

> Tredegar Corporation's 401(k) plan: 1,444 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PBMARES](https://planprovider.pro/provider/pbmares-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [GROOM LAW GROUP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Trex Company, INC.](https://planprovider.pro/companies/trex-company-inc-401k-plan) — 1,822 participants

- [Klockner Pentaplast Of America, INC](https://planprovider.pro/companies/klockner-pentaplast-of-america-inc-401k-plan) — 851 participants

- [Rehau Incorporated](https://planprovider.pro/companies/rehau-incorporated-401k-plan) — 781 participants

- [Liqui-Box Corporation](https://planprovider.pro/companies/liqui-box-corporation-401k-plan) — 758 participants

- [Carpenter Co.](https://planprovider.pro/companies/carpenter-co-plan) — 2,274 participants

- [Monoflo International, INC.](https://planprovider.pro/companies/monoflo-international-inc-401k-plan) — 366 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tredegar-corporation-401k-plan)

© 2026 PlanProvider.Pro