Plan Snapshot
- Plan Sponsor: Ingram & Co., INC.
- Sponsor EIN: 860597763
- Sponsor Address: 2151 E BROADWAY RD. STE. 206, TEMPE, AZ, 85282
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $12.5M
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 | 131 | $12.5M | $395,174 | $928,419 |
| 2023 | 189 | $13.4M | $506,688 | $1.1M |
| 2022 | 260 | $13.3M | $571,790 | $1.2M |
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 |
|---|---|---|---|---|
| EVERS ROBINSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVERS ROBINSON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $91,337 | $65,321 | — | — | — |
| 2023 | $96,361 | $68,011 | — | — | — |
| 2022 | $103,179 | — | — | — | — |