Tredegar Corporation Retirement Savings Plan — Form 5500 plan (Tredegar Corporation)

Plain-English plan 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, Tredegar Corporation Retirement Savings Plan is a benefit plan reported by Tredegar Corporation under EIN 54-1497771 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,549 participants and $136,490,169 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$136.5MPlan net assets, end of year$136,490,169
Participants2.5KCovered participants reported2,549
Assets / participant$53.5KComputed: assets ÷ participants$53,547 (computed)
Provider compensation$179.9K3 Schedule C provider row(s)$179,909
Plan sponsor
Tredegar Corporation
EIN
54-1497771
Plan number
002
Plan type
2
Location
Richmond, VA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,549H, C20240813154301NAL0023240674001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$136.5M total assets
Net assets$136.5MLiabilities$0
Money in vs. money out
Total income / additions$30.2M
Total expenses$24.1M
Benefits paid / distributions$23.9M
Contributions
Employer$4M
Participant$6.8M
Full reported line items

Net assets

Total assets (EOY)
$136,490,169
Total liabilities (EOY)
$0
Net assets (EOY)
$136,490,169
Net assets (BOY)
$130,416,394

Income & contributions

Employer contributions
$3,984,273
Participant contributions
$6,849,476
Total contributions
$13,997,740
Total income / additions
$30,158,476

Expenses & distributions

Benefits paid
$23,883,617
Administrative expenses
$189,359
Total expenses
$24,084,701
Net increase / (decrease)
$6,073,775

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$143,068$02023
Strategic Advisors, Inc.ADVISOR$19,091not reported in the loaded dataset2023
Capfinancial Partners LLCINVESTMENT ADVISOR$17,750not reported in the loaded dataset2023

Related Form 5500 pages