Employers › Tredegar
Recordkeeping fees per participant · Tredegar Corporation Retirement Savings Plan · plan year 2024
$60.22
Higher than 42% of the 5,847 plans $50 to 250M that report it.
= $104,791 / 1,740
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250804154208NAL0002964882001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804154208NAL0002964882001, received 2025-08-04
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-04.
Administrative expenses excluding investment management, per participant
$125.58
Higher than 66% of the 8,758 plans $50 to 250M that report it.
= $218,517 / 1,740
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804154208NAL0002964882001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804154208NAL0002964882001, received 2025-08-04
Administrative expenses per participant
$138.05
Higher than 52% of the 9,042 plans $50 to 250M that report it.
= $240,200 / 1,740
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804154208NAL0002964882001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804154208NAL0002964882001, received 2025-08-04
Administrative expenses as a share of assets
0.175%
Higher than 63% of the 9,049 plans $50 to 250M that report it.
= $240,200 / $137,307,111
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804154208NAL0002964882001, received 2025-08-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804154208NAL0002964882001, received 2025-08-04
Employer contributions per participant
$2,179
Higher than 37% of the 9,105 plans $50 to 250M that report it.
= $3,790,600 / 1,740
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804154208NAL0002964882001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804154208NAL0002964882001, received 2025-08-04
Employer share of total contributions
34.7%
Higher than 66% of the 9,112 plans $50 to 250M that report it.
= $3,790,600 / $10,925,636
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804154208NAL0002964882001, received 2025-08-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804154208NAL0002964882001, received 2025-08-04
Employer match
“The savings plan includes immediate vesting of matching contributions and automatic enrollment at 3% of eligible compensation unless the employee opts out or elects a different percentage.”
Form 10-K filed 2026-03-11, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“The savings plan includes immediate vesting of matching contributions and automatic enrollment at 3% of eligible compensation unless the employee opts out or elects a different percentage.”
Form 10-K filed 2026-03-11, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Automatic enrollment
“The savings plan includes immediate vesting of matching contributions and automatic enrollment at 3% of eligible compensation unless the employee opts out or elects a different percentage.”
Form 10-K filed 2026-03-11, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250804154208NAL0002964882001, received 2025-08-04
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TREDEGAR CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Plan name | TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Sponsor EIN / plan number | 54-1497771 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Sponsor location | RICHMOND, VA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Industry (business code) | 326100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Filing received | 2025-08-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Participants, beginning of year | 1,994 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Active participants | 1,444 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Participants, end of year | 1,916 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Participants with an account balance | 1,740 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Total assets, beginning of year | $136,490,169 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Total assets, end of year | $137,307,111 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Net assets, end of year | $137,307,111 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Total income | $28,162,067 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Net income | $8,648,971 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Employer contributions | $3,790,600 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Participant contributions | $6,501,416 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Other contributions (incl. rollovers) | $633,620 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Total contributions | $10,925,636 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Benefit payments | $19,253,081 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Total expenses (incl. benefit payments) | $19,513,096 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Total administrative expenses | $240,200 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Recordkeeping fees | $104,791 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| IQPA audit fees | $45,085 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Investment advisory and management fees | $21,683 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Administrative expenses excluding investment management | $218,517 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Held in common/collective trusts | $2,176,345 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Held in mutual funds | $122,133,191 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250804154208NAL0002964882001, received 2025-08-04 |
| Independent auditor | PBMARES, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250804154208NAL0002964882001, received 2025-08-04 |
Position = column in the DOL layout for form year 2024. Filing 20250804154208NAL0002964882001, received 2025-08-04.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 25 Trustee (directed); 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $118,030 | yes |
| CAPFINANCIAL PARTNERS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $53,250 | no |
| PBMARES | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $38,307 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $21,683 | no |
| KEITER | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $6,778 | no |
| GROOM LAW GROUP | ATTORNEY/LEGAL | 29 Legal | $5,392 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250804154208NAL0002964882001, received 2025-08-04.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $136,490,169 | $137,307,111 | 0.6% |
| Participants with a balance | 1,871 | 1,740 | -7.0% |
| Administrative expenses | $189,359 | $240,200 | 26.8% |
| Recordkeeping fees per participant | $70.94 | $60.22 | -15.1% |
| Employer contributions | $3,984,273 | $3,790,600 | -4.9% |
Prior filing 20240813154301NAL0023240674001, received 2024-08-13; the plan years are contiguous.
Sponsor name as filed: TREDEGAR CORPORATION; SEC registrant: TREDEGAR CORP (CIK 850429, matched by EIN; display name from the Form 11-K cover).