Plan Ledger DOL Form 5500 · updated monthly

Ingram & Co., Inc.401(k)

INGRAM & CO., INC. 401K PLAN · TEMPE, AZ · plan year 2023

Reported admin expense ratio · 2023
0.72%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ingram & Co., Inc. reported $96,361 in plan administrative expenses for 2023: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,681 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.71%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 483rd-largest of 1,285 plans among Arizona employers on file, and 6,990th of 11,654 in professional & technical services. In 2023, employees put in $2.19 for every $1.00 the employer contributed; active participation has shrunk from 260 to 189 since 2022.

Plan summary
Net assets, end of year$13,380,878
Participants with balances163
Active participants189
Employer contributions$506,688
Employee contributions$1,108,648
Employer contribution per active participant$2,681
Average account balance$82,091
Benefits paid to participants$429,478
Plan auditUnmodified (clean) audit opinion
AuditorEVERS ROBINSON
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 105 accts · $395K emplr
2023$13.4M · 163 accts · $507K emplr
2022$13.3M · 213 accts · $572K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$28,350
Investment management$68,011
Total administrative$96,361
The Ingram & Co., Inc. 401(k) match · 2023
Employer contribution per active participant$2,681
Median for plans this size$2,440
2024$3,017 per active participant
2023$2,681 per active participant
2022$2,199 per active participant

Ingram & Co., Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$28,350
UNITED PLANNERS · Investment management$58,111
EVERS ROBINSON LTD · Accounting / audit$9,900

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$91,337 · 0.71%
2023$96,361 · 0.72%
2022$103,179 · 0.73%
Similar plansProfessional & Technical Services · Arizona
Fst Technical Services, Inc AZ$13.6M · 0.27%
Spear Education, LLC AZ$13.6M · 0.51%
Computer Guidance AZ$13.3M · 0.48%
Infoarmor, Inc. AZ$12.4M · 0.65%
Integrity Outsource, LLC AZ$12.4M · 1.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860597763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.