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Original filing (PDF)20250926171259NAL0022106354001
INGRAM MICRO INC.
Form 5500
FILING_RECEIVED
INGRAM MICRO 401(K) INVESTMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
33% in single holding
Active participants
4,822
Accounts w/ balance
7,049
Plan assets (EOY)
$741.8M
Net assets (EOY)
$741.6M
How this plan invests
This plan
19 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
83
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "State Street Global Advisors Trust Company State Street S&P 500 Index K" is 33% of plan.
- 14 bps in Schedule C fees — 133% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGRAM MICRO INC..
Plan sponsor
Name
INGRAM MICRO INC.
EIN
62-1644402
Address
3351 MICHELSON DRIVE, SUITE 100 · IRVINE, CA · 926120697
Phone
(714) 382-1440
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $387K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | CONSULTANT | $339K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $286K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $27K | — |
Investments
4 direct securities · 19 pooled funds· $789.1M(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.
Common Collective Trust
$706.9M
19 holdings
Uncategorized
$69.6M
3 holdings
Mutual Funds
$12.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $242.6M | 32.7% | |
| MW 2035 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $53.7M | 7.2% | |
| MW 2040 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $47.2M | 6.4% | |
| MW 2030 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $46.6M | 6.3% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $39.4M | 5.3% | |
| MW 2050 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $36.7M | 4.9% | |
| MW 2045 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $34.3M | 4.6% | |
| State Street Global Advisors Trust Company State Street RSL Small Mid Cap Index K | — | — | — | $31.1M | 4.2% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $31.1M | 4.2% | |
| Collective Investment Trusts Invesco Trust Company Invesco Stable Value Trust Class B1 | — | — | — | $29.0M | 3.9% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $29.0M | 3.9% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $28.5M | 3.8% | |
| MW 2055 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $27.9M | 3.8% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $26.5M | 3.6% | |
| MW 2025 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $24.0M | 3.2% | |
| MW 2060 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $13.6M | 1.8% | |
| s * Fidelity Management Trust Company Fidelity International Index Fund | Mutual Funds | — | — | $12.5M | 1.7% | |
| MW 2020 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $10.2M | 1.4% | |
| Brokerage Link Brokerage Link Fund | — | — | — | $9.6M | 1.3% | |
| SS US BOND INDEX M STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $7.3M | 1.0% | |
| MW 2065 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3546834 / PN 026 | Common Collective Trust | — | — | $4.0M | 0.5% | |
| MW 2015 TARGET M MERCER TRUST COMPANY LLC · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $2.4M | 0.3% | |
| MW TARGET DATE INC MERCER TRUST COMPANY LLC · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $2.1M | 0.3% |
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