Ingram 401(k) Retirement Plan
Sponsored by Ingram Industries Inc. · EIN 620673043 · Plan #002
- Total assets
- $634M
- Net assets
- $634M
- Active participants
- 5,888
- With balances
- 8,394
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $743,265 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $32,689 |