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Original filing (PDF)20251007123342NAL0008136416001
INTERTAPE POLYMER CORP.
Form 5500
FILING_RECEIVED
IPC GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,011
Accounts w/ balance
2,500
Plan assets (EOY)
$216.2M
Net assets (EOY)
$216.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
26 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 INTERTAPE POLYMER CORP..
Plan sponsor
Name
INTERTAPE POLYMER CORP.
EIN
57-1088158
Address
100 PARAMOUNT DRIVE · SUITE 300 · SARASOTA, FL · 34232
Phone
(941) 727-5788
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $175K | — |
| NEWPORT GROUP CONSULTING, LLC | 20-4649925 | — | NONE | $28K | — |
| NEWPORT GROUP CONSULTING, LLC | 27-2037969 | — | NONE | $27K | — |
| FRAZIER & DEETER | 58-1433845 | — | NONE | $14K | — |
Investments
14 direct securities · 12 pooled funds· $216.2M(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
$121.5M
14 holdings
Common Collective Trust
$94.7M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Mutual fund | — | — | — | $47.9M | 22.1% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $23.7M | 11.0% | |
| Vanguard Federal Money Market Fund Mutual fund | — | — | — | $23.0M | 10.6% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $19.9M | 9.2% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $14.8M | 6.9% | |
| Vanguard Extended Market Index Fund Institutional Shares Mutual fund | — | — | — | $13.2M | 6.1% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $11.4M | 5.3% | |
| Vanguard Balanced Index Fund Institutional Shares Mutual fund | — | — | — | $8.0M | 3.7% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $7.5M | 3.5% | |
| American Century Mid Cap Value Fund; Class R6 Mutual fund | — | — | — | $6.1M | 2.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $5.6M | 2.6% | |
| Baird Core Plus Bond Fund; Institutional Class Mutual fund | — | — | — | $4.9M | 2.3% | |
| Vanguard Total International Stock Index Fund Admiral Mutual fund | — | — | — | $4.5M | 2.1% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $4.3M | 2.0% | |
| SharesVanguard U.S. Growth Fund Admiral Shares Mutual fund | — | — | — | $3.8M | 1.7% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.6M | 1.6% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.4% | |
| Notes Receivable from Participants Rates from 4.25% to 9.5%, with weekly and bi-weekly payments | — | — | — | $2.9M | 1.3% | |
| Vanguard Strategic Equity Fund Mutual fund | — | — | — | $2.7M | 1.2% | |
| Vanguard Equity Income Fund Admiral Shares Mutual fund | — | — | — | $1.8M | 0.8% | |
| DFA International Core Equity Portfolio Mutual fund | — | — | — | $1.6M | 0.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual fund | — | — | — | $713K | 0.3% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $700K | 0.3% | |
| DFA Global Real Estate Securities Portfolio Mutual fund | — | — | — | $640K | 0.3% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $165K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $100K | <0.1% |
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