Plan Snapshot
- Plan Sponsor: Ingram Micro INC.
- Sponsor EIN: 621644402
- Sponsor Address: 3351 MICHELSON DRIVE, SUITE 100, IRVINE, CA, 926120697
- Plan Type: 401(k)
- Total Participants: 4,822
- Total Assets: $741.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,822 | $741.8M | $11.0M | $42.7M |
| 2023 | 5,130 | $654.7M | $11.3M | $42.7M |
| 2022 | 5,651 | $564.9M | $12.6M | $46.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $387,471 | — | $387,471 |
| MERCER | CONSULTANT | $339,402 | — | $339,402 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $285,571 | — | $285,571 |
| BDO | ACCOUNTANT/AUDITOR | $26,575 | — | $26,575 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BDO — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,039,019
- Estimated Expense Ratio: 0.140% 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 | $1,034,175 | $285,571 | $3,300 | $26,575 | — |
| 2023 | $1,005,956 | $229,033 | $6,900 | — | — |
| 2022 | $1,200,135 | $214,351 | — | — | — |