# Ingerman Management Company 401(k) Plan
Source: https://planprovider.pro/companies/ingerman-management-company-401k-plan

> Ingerman Management Company's 401(k) plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [ISDANER & COMPANY](https://planprovider.pro/provider/isdaner-and-company-llc) — 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|—|—|—|

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