Angela Biggs signed Ingerman Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ingerman Management Company's EIN is 32-0045712.
Download the official 2024 Form 5500 (PDF) for Ingerman Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ingerman Management Company's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA INC | 11-2551174 | — | ADVISORY | $11K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln Yourpath Ishares 2025 Moderate | Other securities | — | — | $2.7M | 17.3% | |
| Vanguard Short Term Investment Grade Admiral Shares | Mutual Funds | — | — | $1.7M | 11.0% | |
| Lincoln Yourpath Ishares 2035 Moderate | Other securities | — | — | $1.7M | 10.8% | |
| Lincoln Yourpath Ishares 2045 Moderate | Other securities | — | — | $1.4M | 8.9% | |
| Lincoln Yourpath Ishares 2040 Moderate | Other securities | — | — | $1.3M | 8.4% | |
| Lincoln Yourpath Ishares 2030 Moderate | Other securities | — | — | $1.3M | 8.3% | |
| Lincoln Yourpath Ishares 2050 Moderate | Other securities | — | — | $1.1M | 7.0% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $704K | 4.5% | |
| Vanguard Information Technology Index Admiral Shares | Mutual Funds | — | — | $643K | 4.1% | |
| Lincoln Yourpath Ishares 2020 Moderate | Other securities | — | — | $580K | 3.7% | |
| Lincoln Yourpath Ishares 2055 Moderate | Other securities | — | — | $424K | 2.7% | |
| Notes receivable from participants Interest rates: 4.25% - 9.50% -0- | Bonds / Notes | — | — | $410K | 2.6% | |
| Vanguard Growth Index Admiral Shares | Mutual Funds | — | — | $294K | 1.9% | |
| Vanguard Small Cap Growth Index Admiral Shares | Mutual Funds | — | — | $228K | 1.4% | |
| Vanguard Mid Cap Growth Index Admiral Shares | Mutual Funds | — | — | $213K | 1.4% | |
| Lincoln Yourpath Ishares 2065 Aggressive | Other securities | — | — | $190K | 1.2% | |
| Lincoln Yourpath Ishares 2060 Moderate | Other securities | — | — | $130K | 0.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $109K | 0.7% | |
| Vanguard Value Index Admiral Shares | Mutual Funds | — | — | $100K | 0.6% | |
| Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $69K | 0.4% | |
| Vanguard Total World Stock Index Admiral | Mutual Funds | — | — | $64K | 0.4% | |
| Vanguard Extended Market Index Admiral Shares | Mutual Funds | — | — | $56K | 0.4% | |
| Vanguard Real Estate Index Admiral Shares | Mutual Funds | — | — | $46K | 0.3% | |
| Fidelity International Index | Mutual Funds | — | — | $45K | 0.3% | |
| Lincoln Fixed Group Annuity Contract, at contract value | Common Stocks | — | — | $39K | 0.2% | |
| Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $25K | 0.2% | |
| Lincoln Yourpath Ishares 2060 Aggressive | Other securities | — | — | $18K | 0.1% | |
| Lincoln Yourpath Ishares 2065 Moderate | Other securities | — | — | $17K | 0.1% | |
| Vanguard Mid Cap Value Index Admiral Shares | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Emerging Markets Stock Index Admiral Shares | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Shares | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Inflation Protected Securities Admiral Shares | Mutual Funds | — | — | $8K | <0.1% | |
| BNY Mellon Bond Market Index Class I | Other securities | — | — | $7K | <0.1% | |
| Vanguard Total Bond Market Index Admiral Shares | Mutual Funds | — | — | $5K | <0.1% | |
| Lincoln Yourpath Ishares 2015 Moderate | Other securities | — | — | $4K | <0.1% | |
| Lincoln Yourpath Ishares 2050 Aggressive | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
