What public Form 5500 filings show about the Ingerman Management Company 401(k) plan — and how to find and check your own account.
Ingerman Management Company (EIN 32-0045712) reports INGERMAN GROUP 401(K) PLAN on its most recent Form 5500, with $15.7M in plan assets across 268 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Ingerman Management Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ingerman Management Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SECURITIES AMERICA.