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Original filing (PDF)20250724083159NAL0004392593001
INGRAM INDUSTRIES INC.
Form 5500
FILING_RECEIVED
INGRAM MARINE GROUP RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,242
Accounts w/ balance
1,657
Plan assets (EOY)
$75.3M
Net assets (EOY)
$75.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- 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
Transportation & Warehousingsee all
Plan administrator
Name
THE 401K COMMITTEE
EIN
62-0673043
City
NASHVILLE, TN
Phone
(866) 415-4015
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
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 SRVCS INC. | 01-0233346 | — | RETAINED BY EMPLOYER | $95K | — |
| CAPFINANCIAL PARTNERS, LLC. | 26-0058143 | — | RETAINED BY EMPLOYER | $6K | — |
Investments
16 pooled funds· $75.3M(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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TR 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $13.9M | 18.4% | |
| VANGUARD TR 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $12.7M | 16.9% | |
| VANGUARD TR 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $11.2M | 14.9% | |
| VANGUARD TR 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $10.2M | 13.5% | |
| VANGUARD TR 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $7.4M | 9.8% | |
| VANGUARD TR 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $6.1M | 8.1% | |
| VANGUARD TR INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.9M | 7.9% | |
| VANGUARD TR 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.9% | |
| AGGRESSIVE MANAGED ACCOUNT PORTFOLI WILMINGTON TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $1.6M | 2.2% | |
| GROWTH MANAGED ACCOUNT PORTFOLIO WILMINGTON TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $812K | 1.1% | |
| VANGUARD TR 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $618K | 0.8% | |
| CONSERVATIVE MANAGED ACCOUNT PORTFO WILMINGTON TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $609K | 0.8% | |
| VANGUARD TR 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $431K | 0.6% | |
| INCOME MANAGED ACCOUNT PORTFOLIO WILMINGTON TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $416K | 0.6% | |
| VANGUARD TR 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $229K | 0.3% | |
| MODERATE MANAGED ACCOUNT PORTFOLIO WILMINGTON TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $165K | 0.2% |
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