Original filing (PDF)20250812161448NAL0011668864001

INGRAM, WALLIS & COMPANY

Name: INGRAM, WALLIS & COMPANY — INGRAM, WALLIS & COMPANY EMPLOYEES' SAVINGS PLAN, Form 5500 (2024)
Creator: INGRAM, WALLIS & COMPANY

Form 5500-SF

FILING_RECEIVED

INGRAM, WALLIS & COMPANY EMPLOYEES' SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGRAM, WALLIS & COMPANY.

Plan sponsor

Name

INGRAM, WALLIS & COMPANY

EIN

74-2073801

Address

2100 VILLA MARIA DRIVE, SUITE 100 · BRYAN, TX · 77802

Phone

(979) 776-2600

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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