# Ingram & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/ingram-co-inc-401k-plan

> Ingram & Co., INC.'s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| UNITED PLANNERS|NONE|$55,021|—|$55,021|

| EPIC RETIREMENT PLAN SERVICES|NONE|$26,016|—|$26,016|

| EVERS ROBINSON LTD|NONE|$10,300|—|$10,300|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [EVERS ROBINSON LTD](https://planprovider.pro/provider/evers-robinson-ltd) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $91,337

- **Estimated Expense Ratio:** 0.733% 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|$91,337|$65,321|—|—|—|

| 2023|$96,361|$68,011|—|—|—|

| 2022|$103,179|—|—|—|—|

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