How big is Ingram Financial Services' plan?

Ingram Financial Services' plan reported $151K in assets and 3 participants for 2022.

Original filing (PDF)20231004133005NAL0040495138001

Ingram Financial Services

Name: Ingram Financial Services — IFS 401(k) Plan, Form 5500 (2022)
Creator: Ingram Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IFS 401(k) Plan

401(k) retirement plan · Ingram Financial Services' IFS 401(k) Plan held $151K in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

Plan identifiers

Ingram Financial Services' EIN is 84-2237956.

EIN 84-2237956

Plan number 001

Plan year 2022

ACK ID 20231004133005NAL0040495138001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Ingram Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Ingram Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INGRAM FINANCIAL SERVICES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

INGRAM FINANCIAL SERVICES

EIN

all filings

Address

2903 E. OAKLAND AVE · JOHNSON CITY, TN · 37601

Phone

(423) 854-9684

Industry

Finance & Insurance

Plan administrator