Plan Snapshot
- Plan Sponsor: Ingerman Management Company
- Sponsor EIN: 320045712
- Sponsor Address: 5 POWELL LANE, COLLINGSWOOD, NJ, 08108
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 268 | $15.7M | $479,419 | $1.1M |
| 2023 | 307 | $13.4M | $480,412 | $1.0M |
| 2022 | 257 | $11.3M | $459,242 | $961,430 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $23,984 | — | $23,984 |
| SECURITIES AMERICA INC | ADVISORY | $11,110 | — | $11,110 |
| ISDANER & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- ISDANER & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,094
- Estimated Expense Ratio: 0.223% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,094 | $11,110 | $23,984 | — | — |
| 2023 | $64,057 | $21,815 | — | — | — |
| 2022 | $56,734 | $7,854 | — | — | — |