Back to filter
Original filing (PDF)20250804154208NAL0002964882001
TREDEGAR CORPORATION
Form 5500
FILING_RECEIVED
TREDEGAR CORPORATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
1,444
Accounts w/ balance
1,740
Plan assets (EOY)
$137.3M
Net assets (EOY)
$137.3M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 77% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREDEGAR CORPORATION.
Plan sponsor
Name
TREDEGAR CORPORATION
EIN
54-1497771
Address
1100 BOULDERS PARKWAY · RICHMOND, VA · 23225
Phone
(804) 330-1288
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $118K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $53K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $22K | — |
Accountant / Auditor
2Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GROOM LAW GROUP | 52-1219029 | — | ATTORNEY/LEGAL | $5K | — |
Investments
31 direct securities · 1 pooled fund· $139.5M(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
$137.3M
31 holdings
Common Collective Trust
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $19.6M | 14.3% | |
| Fidelity Freedom 2030 Fund - Institutional Premium Class Mutual Funds | — | — | — | $17.6M | 12.8% | |
| Fidelity Freedom 2025 Fund - Institutional Premium Class Mutual Funds | — | — | — | $15.5M | 11.3% | |
| Fidelity Freedom 2035 Fund - Institutional Premium Class Mutual Funds | — | — | — | $13.7M | 10.0% | |
| Fidelity Freedom 2040 Fund - Institutional Premium Class Mutual Funds | — | — | — | $10.9M | 7.9% | |
| Fidelity Freedom 2045 Fund - Institutional Premium Class Mutual Funds | — | — | — | $9.4M | 6.9% | |
| Fidelity Freedom 2020 Fund - Institutional Premium Class Mutual Funds | — | — | — | $6.9M | 5.0% | |
| Fidelity Freedom 2050 Fund - Institutional Premium Class Mutual Funds | — | — | — | $6.0M | 4.4% | |
| Tredegar Company Stock Employer Stock | — | — | — | $4.9M | 3.6% | |
| Fidelity Freedom 2055 Fund - Institutional Premium Class Mutual Funds | — | — | — | $4.2M | 3.1% | |
| Various Self Directed Brokerage Account | — | — | — | $4.1M | 3.0% | |
| 475 loans, maturing between * Participant loans January 2025 and June 2039 at $-0- 4.25% - 9.50% interest | — | — | — | $3.4M | 2.5% | |
| Fidelity Extended Market Index Fund Mutual Funds | — | — | — | $3.1M | 2.3% | |
| Fidelity Freedom 2060 Fund - Institutional Premium Class Mutual Funds | — | — | — | $2.8M | 2.1% | |
| Galliard Retirement Income Fund 45 Collective/Common Trust | — | — | — | $2.2M | 1.6% | |
| GG G RETIRE INC F45 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $2.2M | 1.6% | |
| Fidelity Government Cash Reserve Money Market Fund | — | — | — | $1.9M | 1.4% | |
| Carillon Eagle Mid Cap Growth I Mutual Funds | — | — | — | $1.7M | 1.2% | |
| Fidelity Freedom Index Income Fund Mutual Funds | — | — | — | $1.5M | 1.1% | |
| Fidelity Total International Index Fund Mutual Funds | — | — | — | $1.5M | 1.1% | |
| Dodge & Cox Income Fund Mutual Funds | — | — | — | $1.5M | 1.1% | |
| Fidelity U.S. Bond Index Fund Mutual Funds | — | — | — | $1.4M | 1.0% | |
| Fidelity Freedom 2065 Fund - Institutional Premium Class Mutual Funds | — | — | — | $869K | 0.6% | |
| BlackRock Advantage Small Cap Core Mutual Funds | — | — | — | $790K | 0.6% | |
| American Funds Europacific GR R6 Mutual Funds | — | — | — | $756K | 0.6% | |
| Fidelity Emerging Markets Index Fund Mutual Funds | — | — | — | $364K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual Funds | — | — | — | $291K | 0.2% | |
| Vanguard Total Intl Bond Index Admiral Mutual Funds | — | — | — | $277K | 0.2% | |
| Vanguard Real Estate Index Fund Mutual Funds | — | — | — | $244K | 0.2% | |
| Fidelity Freedom 2015 Fund - Institutional Premium Class Mutual Funds | — | — | — | $99K | <0.1% | |
| Fidelity Freedom 2010 Fund - Institutional Premium Class Mutual Funds | — | — | — | $12K | <0.1% | |
| Fidelity Freedom 2070 Fund - Institutional Premium Class Mutual Funds | — | — | — | $5K | <0.1% |