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Original filing (PDF)20251006112731NAL0003333889001
IP CORPORATION
Form 5500
FILING_RECEIVED
IP CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
644
Accounts w/ balance
847
Plan assets (EOY)
$115.7M
Net assets (EOY)
$115.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IP CORPORATION.
Plan sponsor
Name
IP CORPORATION
EIN
41-0850438
Address
1225 WILLOW LAKE BLVD. · ST. PAUL, MN · 551105145
Phone
(651) 481-6860
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
OLSEN THIELEN & CO.LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $64K | — |
| MMA SECURITIES LLC | 22-3570392 | — | NONE | $33K | — |
Investments
35 direct securities · 3 pooled funds· $125.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$114.0M
35 holdings
Common Collective Trust
$11.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Retirement Savings Trust II | — | — | — | $15.8M | 13.6% | |
| ILarge Cap Growth Fund III | — | — | — | $10.7M | 9.2% | |
| Notes Receivable from Participants | — | — | — | $10.3M | 8.9% | |
| Vanguard Growth Index Fund Inst | — | — | — | $9.8M | 8.5% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $8.3M | 7.2% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.3M | 7.2% | |
| Fidelity 500 Index Fund | — | — | — | $6.4M | 5.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $5.0M | 4.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.7M | 4.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $4.0M | 3.5% | |
| DFA US Targeted Value Portfolio | — | — | — | $3.1M | 2.7% | |
| LARGE CAP GROWTH FUND III; CL R1 GREAT GRAY TRUST COMPANY · EIN 92-1941236 / PN 001 | Common Collective Trust | — | — | $3.1M | 2.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $3.0M | 2.6% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $2.9M | 2.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.7M | 2.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $2.6M | 2.2% | |
| Fidelity Contrafund | — | — | — | $2.6M | 2.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $2.4M | 2.1% | |
| Vanguard Small-Cap Index Fund | — | — | — | $2.3M | 2.0% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.2M | 1.9% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.0M | 1.8% | |
| Vanguard Growth and Income Fund | — | — | — | $2.0M | 1.8% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $1.9M | 1.6% | |
| JPMorgan Mid Cap Growth Fund; Class R6 | — | — | — | $1.4M | 1.2% | |
| Vanguard Value Index Fund | — | — | — | $1.4M | 1.2% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $1.2M | 1.0% | |
| Vanguard Cash Reserves Federal MM Fund | — | — | — | $1.2M | 1.0% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $932K | 0.8% | |
| Vanguard Windsor II Fund | — | — | — | $610K | 0.5% | |
| T. Rowe Price Mid-Cap Value Fund | — | — | — | $580K | 0.5% | |
| Vanguard International Growth Fund | — | — | — | $579K | 0.5% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $573K | 0.5% | |
| Vanguard FTSE Social Index Fund | — | — | — | $484K | 0.4% | |
| Neuberger Berman Genesis Fund Trust Class | — | — | — | $166K | 0.1% | |
| Vanguard Total International Stock Index Fund | — | — | — | $97K | <0.1% | |
| Vanguard Target Retirement Income | — | — | — | $68K | <0.1% | |
| Fidelity Total Bond K6 Fund | — | — | — | $23K | <0.1% | |
| AB US LARGE CAP GRWTH W SERIES;CL M GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $0 | <0.1% |
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