Original filing (PDF)20251104122416NAL0004736979001

INGRAM'S WATER & AIR EQUIPMENT, LLC

Name: INGRAM'S WATER & AIR EQUIPMENT, LLC — INGRAM'S COMPANIES 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: INGRAM'S WATER & AIR EQUIPMENT, LLC

Form 5500

FILING_RECEIVED

INGRAM'S COMPANIES 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 2

35% in single holding~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 (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGRAM'S WATER & AIR EQUIPMENT, LLC.

Plan sponsor

Name

INGRAM'S WATER & AIR EQUIPMENT, LLC

EIN

26-2168035

Address

50 REMINGTON WAY · HICKORY, KY · 42051

Phone

(270) 575-9595

Industry

Retail Tradesee all

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)

Investment	Type	Shares / units	Cost	Current value	% of plan
TMI Registered investment company ** 201 TM 50 Registered investment company	—	—	—	$740K	34.7%
TM 75 Registered investment company	—	—	—	$642K	30.1%
TM 95 Registered investment company	—	—	—	$597K	28.0%
TM 25 Registered investment company	—	—	—	$124K	5.8%

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