Tredegar Corporation Retirement Savings Plan
Sponsored by Tredegar Corporation · EIN 541497771 · Plan #002
- Total assets
- $137M
- Net assets
- $137M
- Active participants
- 1,444
- With balances
- 1,740
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Trustee (directed), Participant loan processing, Sub-transfer agency fees | $118,030 |
| Capfinancial Partners Llc | Investment advisory (plan) | $53,250 |
| Pbmares | Accounting | $38,307 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $21,683 |
| Keiter | Accounting | $6,778 |
| Groom Law Group | Legal | $5,392 |