Ingham Retirement Group

Retirement Plan Advisor

Miami, FL

About Ingham Retirement Group

<p>Founded in 1972 and headquartered in Miami, Ingham Retirement Group now operates as Daybright Financial, working with retirement plans across 40 states. The firm reports $2.3B in AUM (2026) and supports more than 7,000 plans.</p> <p>Ingham Retirement Group is a <a href="/plan-advisors">plan advisor</a> that provides retirement plan consulting along with investment advisory, recordkeeping, and actuarial services. The team includes more than 50 professionals, with ERISA attorneys, CPAs, actuaries, and fiduciary analysts.</p> <p>Core work includes plan design, administration, investment management, and participant advice. The firm also offers 3(38) investment manager services for sponsors that want discretionary oversight of plan investments.</p> <p>What sets the group apart is its in-house mix of legal, accounting, and actuarial resources paired with a fiduciary focus supported by CEFEX certification and staff members who hold the AIF® designation.</p> <ul> <li>3(38) investment manager services</li> <li>Retirement plan consulting and plan design</li> <li>Investment advisory and investment management</li> <li>Recordkeeping support</li> <li>Actuarial services</li> </ul>

Website: https://www.ingham.com/

Founded: 1972

Office Locations

  • Miami, FL (Headquarters)
  • Miami, FL (Headquarters)

Services Offered

  • 3(38) Investment Manager

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $2.3B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
BANKUNITED 401(K) PLANBANKUNITED, INC., FL$247M1,673
STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A. 401(K) PLANSTEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A., FL$137M272
HD&W RETIREMENT PLANHAWKINS, DELAFIELD & WOOD, LLP, NY$107M93
WICKER SMITH 401(K) PLAN IIWICKER, SMITH, OHARA, MCCOY & FORD, P.A., FL$76M235
KUBICKI DRAPER, P.A. 401(K) PLANKUBICKI DRAPER, P.A., FL$72M398
DIPLOMA HOLDINGS, INC. 401(K) PLANDIPLOMA HOLDINGS, INC., FL$47M609
EVI INDUSTRIES, INC. 401(K) PLANEVI INDUSTRIES, INC., FL$37M716
NEUROSCIENCE CONSULTANTS, LLP 401(K) RETIREMENT PLANNEUROSCIENCE CONSULTANTS, LLP, FL$37M189
ONE SPA WORLD 401K SAVINGS PLAN IONE SPA WORLD,LLC, FL$36M377
PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC,PROFIT SHARING PLANPULMONARY PHYSICIANS OF SOUTH FLORIDA, LLC, FL$33M140
CHEVY CHASE CLUB, INC. 401(K) RETIREMENT PLANCHEVY CHASE CLUB, INC., MD$30M230
MINTO 401(K) RETIREMENT PLANMINTO COMMUNITIES, LLC, FL$27M376
FARM BUREAU INSURANCE COMPANY OF IDAHO VOLUNTARY EMPLOYEE SAVINGS PLANFARM BUREAU INSURANCE COMPANY OF IDAHO, ID$24M253
H.T.A. CAST RETIREMENT PLANHISTORIC TOURS OF AMERICA, INC, FL$19M853
BAER'S FURNITURE COMPANY, INC. CASH OR DEFERRED PROFIT SHARING PLANBAER'S FURNITURE COMPANY, INC., FL$18M644
PRIMEHEALTH PHYSICIANS, LLC 401(K) PLANPRIMEHEALTH PHYSICIANS, LLC, FL$16M166
AERO INSTRUMENTS AND AVIONICS, INC. SALARY DEFERRAL PLANAERO INSTRUMENTS AND AVIONICS, INC., NY$16M94
WGS 401(K) PLANWEST GAINES SEED, INC., TX$15M168
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. AMENDED AND RESTATED TAX-SHELTERED ANNUITY PLANTHREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC, MS$13M91
BLISS & NYITRAY, INC. PROFIT SHARING PLANBLISS & NYITRAY, INC., FL$12M91

Showing top 20 of 27 plans serviced in 2024.

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