Original filing (PDF)20251104122416NAL0004736979001

Ingram's Water & Air Equipment, LLC

Name: Ingram's Water & Air Equipment, LLC — Ingram's, Form 5500 (2024)
Creator: Ingram's Water & Air Equipment, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ingram's Companies 401(k) Retirement Plan

401(k) retirement plan · Ingram's Water & Air Equipment, LLC's Ingram's Companies 401(k) Retirement Plan held $2.1M in plan assets for 175 participants in 2024, with Newport Group as recordkeeper.

Signals · 4

Possibly inadequate fidelity bond35% in single holding99% employer stock~111 bps in Sched C fees

Active participants

175

Accounts w/ balance

152

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

How this plan invests

This plan

5 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (17th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INGRAM'S WATER & AIR EQUIPMENT, LLC.

Plan sponsor

Name

INGRAM'S WATER & AIR EQUIPMENT, LLC

EIN

26-2168035all filings

Address

50 REMINGTON WAY · HICKORY, KY · 42051

Phone

(270) 575-9595

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$7K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UNITED MISSOURI BANK	—	KANSAS CITY, MO	ADVISOR	$17K	—

Investments

5 direct securities· $2.1M(100% of reported assets)

Common Stocks

$2.1M

4 holdings

Cash / Money Market

$31K

1 holding

					% of plan
TMI Registered investment company ** 201 TM 50 Registered investment company	Common Stocks	—	—	$740K	34.7%
TM 75 Registered investment company	Common Stocks	—	—	$642K	30.1%
TM 95 Registered investment company	Common Stocks	—	—	$597K	28.0%
TM 25 Registered investment company	Common Stocks	—	—	$124K	5.8%
TD Bank Institutional Money Market Registered investment company	Cash / Money Market	—	—	$31K	1.5%