Melanie Miller signed Ingram Industries Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ingram Industries Inc.'s EIN is 62-0673043.
Download the official 2024 Form 5500 (PDF) for Ingram Industries Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ingram Industries Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $743K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | RETAINED BY EMPLOYER | $33K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $89.5M | 14.1% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5882869 / PN 125 | Pooled Separate Account | — | — | $69.5M | 11.0% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $66.4M | 10.5% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $49.0M | 7.7% | |
| Vanguard Windsor II Fund (Admiral) Registered Investment Company | Mutual Funds | — | — | $46.5M | 7.3% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $44.7M | 7.1% | |
| JPMorgan Large Cap Growth Fund (R6) Registered Investment Company | Common Stocks | — | — | $30.5M | 4.8% | |
| Fidelity Small Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $21.3M | 3.4% | |
| through October 15, 2039 | Other securities | — | — | $19.4M | 3.1% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $18.4M | 2.9% | |
| American Balanced Fund (R6) Registered Investment Company | Common Stocks | — | — | $17.2M | 2.7% | |
| Dodge & Cox Income Fund (X) Registered Investment Company | Mutual Funds | — | — | $15.9M | 2.5% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $15.4M | 2.4% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $14.2M | 2.2% | |
| Baron Small Cap Fund (R6) Registered Investment Company | Common Stocks | — | — | $12.9M | 2.0% | |
| American Funds Europacific Growth Fund (R6) Registered Investment Company | Mutual Funds | — | — | $12.6M | 2.0% | |
| Eagle Mid Cap Growth Fund (R6) Registered Investment Company | Common Stocks | — | — | $12.4M | 2.0% | |
| TARGET RETIREMENT TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $11.5M | 1.8% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $10.9M | 1.7% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $9.8M | 1.5% | |
| Fidelity Total International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $8.4M | 1.3% | |
| Victory Sycamore Established Value Fund (R6) Registered Investment Company | Common Stocks | — | — | $7.1M | 1.1% | |
| Fidelity US Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $6.3M | 1.0% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.0% | |
| MFS International Intrinsic Value Fund (R6) Registered Investment Company | Mutual Funds | — | — | $5.9M | 0.9% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | Common Collective Trusts | — | — | $5.7M | 0.9% | |
| Victory Sycamore Small Company Opportunity Fund (R6) Registered Investment Company | Common Stocks | — | — | $2.6M | 0.4% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
