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Original filing (PDF)20251014120354NAL0005742738001
INGRAM & CO., INC.
Form 5500
FILING_RECEIVED
INGRAM & CO., INC. 401K PLAN
401(k) retirement plan
Signals · 2
29% in single holdingNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
105
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
86
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2040 Fund Mutual Fund" is 29% of plan.
- 73 bps in Schedule C fees — 153% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INGRAM & CO., INC..
Plan sponsor
Name
INGRAM & CO., INC.
EIN
86-0597763
Address
2151 E BROADWAY RD. STE. 206 · TEMPE, AZ · 85282
Phone
(480) 967-6466
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EVERS ROBINSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS | 86-0588303 | — | NONE | $55K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $26K | — |
| EVERS ROBINSON LTD | 86-0715183 | — | NONE | $10K | — |
Investments
26 direct securities· $12.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $3.5M | 28.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $2.0M | 16.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $975K | 7.8% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $926K | 7.4% | |
| Prudent Investor Advisors PIA Dimensions 60/40 Portfolio Mutual Fund | — | — | — | $665K | 5.3% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $559K | 4.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $513K | 4.1% | |
| Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund | — | — | — | $421K | 3.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $410K | 3.3% | |
| Cash | — | — | — | $389K | 3.1% | |
| Capital Management Services, Inc. CMS Sector Rotation Strategy Mutual Fund | — | — | — | $320K | 2.6% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares Mutual Fund | — | — | — | $312K | 2.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $226K | 1.8% | |
| DFA U.S. Large Company Portfolio Mutual Fund | — | — | — | $209K | 1.7% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $209K | 1.7% | |
| Vanguard LifeStrategy Income Fund Investor Shares Mutual Fund | — | — | — | $178K | 1.4% | |
| interest Identity of issue, borrower, lessor, or similar party maturity value Current value DFA U.S. Small Cap Portfolio Institutional Class Mutual Fund | — | — | — | $126K | 1.0% | |
| Nuveen Short Term Bond Fund Mutual Fund | — | — | — | $117K | 0.9% | |
| American Funds New World Fund Mutual Fund | — | — | — | $96K | 0.8% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares Mutual Fund | — | — | — | $62K | 0.5% | |
| PIMCO Income Fund Institutional Mutual Fund | — | — | — | $31K | 0.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | — | — | — | $25K | 0.2% | |
| Vanguard Global Equity Fund Investor Shares Mutual Fund | — | — | — | $11K | <0.1% | |
| MFS International Diversification Fund Class Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $4K | <0.1% | |
| Lord Abbett Short Duration Income Fund Class I Mutual Fund | — | — | — | $1K | <0.1% |