Plan Snapshot
- Plan Sponsor: Ingram'S Water & Air Equipment, LLC
- Sponsor EIN: 262168035
- Sponsor Address: 50 REMINGTON WAY, HICKORY, KY, 42051
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 175 | $2.1M | $272,370 | $418,485 |
| 2023 | 135 | $1.5M | $234,980 | $306,192 |
| 2022 | 90 | $883,158 | $150,822 | $191,942 |
| 2019 | 0 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| BOWDEN & WOOD, CPAS | Auditor | — | — | $0 |
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 | $23,744 | $16,944 | $5,090 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |
| 2019 | — | — | — | — | — |