Ingram Marine Group Retirement Plan
Sponsored by Ingram Industries Inc. · EIN 620673043 · Plan #003
- Total assets
- $75.3M
- Net assets
- $75.3M
- Active participants
- 1,242
- With balances
- 1,657
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, Default investment account (QDIA)
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 Srvcs Inc. | Recordkeeping, Float revenue, Recordkeeping fees | $94,598 |
| Capfinancial Partners, Llc. | Investment advisory (plan) | $5,769 |