2023 Form 5500 filing — Tredegar Corporation Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240813154301NAL0023240674001) for Tredegar Corporation Retirement Savings Plan, reported by Tredegar Corporation under EIN 54-1497771 and plan number 002. It reports 2,549 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$136.5MReported net assets$136,490,169
Participants2.5K2,549
Provider compensation$179.9K3 Schedule C row(s)$179,909
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240813154301NAL0023240674001
- Plan sponsor
- Tredegar Corporation
- EIN
- 54-1497771
- Plan number
- 002
- Location
- Richmond, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$136.5M total assets
Net assets$136.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $136,490,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,490,169
- Employer contributions
- $3,984,273
- Participant contributions
- $6,849,476
- Total income / additions
- $30,158,476
- Benefits paid
- $23,883,617
- Administrative expenses
- $189,359
- Total expenses
- $24,084,701
- Net increase / (decrease)
- $6,073,775
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $143,068 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $19,091 | not reported in the loaded dataset |
| Capfinancial Partners LLC | INVESTMENT ADVISOR | $17,750 | not reported in the loaded dataset |