# Inclusion Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/inclusion-services-llc-401k-plan

> Inclusion Services LLC's 401(k) plan: 209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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