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Original filing (PDF)20250724083002NAL0002494835001
INGRAM INDUSTRIES INC.
Form 5500
FILING_RECEIVED
INGRAM 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,888
Accounts w/ balance
8,394
Plan assets (EOY)
$634.1M
Net assets (EOY)
$634.1M
How this plan invests
This plan
12 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — 104% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
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
4400 HARDING ROAD · ONE BELLE MEADE PLACE · NASHVILLE, TN · 372052290
Phone
(866) 415-4015
Industry
Wholesale Tradesee all
Plan administrator
Name
THE 401K COMMITTEE
EIN
62-0673043
City
NASHVILLE, TN
Phone
(866) 415-4015
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $743K | — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | RETAINED BY EMPLOYER | $33K | — |
Investments
16 direct securities · 12 pooled funds· $632.1M(100% of reported assets)
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.
Uncategorized
$314.2M
16 holdings
Common Collective Trust
$248.4M
11 holdings
Pooled Separate Account
$69.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $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 | — | — | — | $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 | — | — | — | $30.5M | 4.8% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $21.3M | 3.4% | |
| through October 15, 2039 | — | — | — | $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 | — | — | — | $17.2M | 2.7% | |
| Dodge & Cox Income Fund (X) Registered Investment Company | — | — | — | $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 | — | — | — | $12.9M | 2.0% | |
| American Funds Europacific Growth Fund (R6) Registered Investment Company | — | — | — | $12.6M | 2.0% | |
| Eagle Mid Cap Growth Fund (R6) Registered Investment Company | — | — | — | $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 | — | — | — | $8.4M | 1.3% | |
| Victory Sycamore Established Value Fund (R6) Registered Investment Company | — | — | — | $7.1M | 1.1% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | — | $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 | — | — | — | $5.9M | 0.9% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $5.7M | 0.9% | |
| Victory Sycamore Small Company Opportunity Fund (R6) Registered Investment Company | — | — | — | $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% |