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Original filing (PDF)20240701092123NAL0005171696001
INGRAM INDUSTRIES INC.
Form 5500
FILING_RECEIVED
INGRAM RETIREMENT PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
100
Knocking points off
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGRAM INDUSTRIES INC..
Plan sponsor
Name
INGRAM INDUSTRIES INC.
EIN
62-0673043
Address
ONE BELLE MEADE PLACE · 4400 HARDING ROAD · NASHVILLE, TN · 372052290
Phone
(866) 415-4015
Industry
Wholesale Tradesee all
Plan administrator
Name
INGRAM INDUSTRIES RETIREMENT
EIN
62-1064593
City
NASHVILLE, TN
Phone
(866) 415-4015
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-01
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGAL AND GENERAL INVESTMENT MANAGE | — | CHICAGO, IL | INVESTMENT MANAGER | $90K | — |
| LOOMIS SAYLES AND COMPANY L.P. | — | BOSTON, MA | INVESTMENT MANAGER | $72K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT SVCS | 01-0233346 | — | RETAINED BY CLIENT. | $335K | — |
| FUND EVALUATION GROUP | 01-0694771 | — | RETAINED BY CLIENT | $125K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | RETAINED BY CLIENT. | $96K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.