Plan Snapshot
- Plan Sponsor: Inclusion Services LLC
- Sponsor EIN: 270489074
- Sponsor Address: 7255 GREENLEAF AVENUE, WHITTIER, CA, 90602
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $2.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $2.5M | $160,980 | $282,214 |
| 2023 | 244 | $2.0M | $166,112 | $273,953 |
| 2022 | 232 | $1.5M | $151,624 | $250,695 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SARNA & COMPANY | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,494 | $273 | — | — | — |
| 2023 | $5,557 | $189 | — | — | — |
| 2022 | $4,901 | — | — | — | — |