Plan Snapshot
- Plan Sponsor: Inclusion Specialized Programs L
- Sponsor EIN: 462888108
- Sponsor Address: 7255 GREENLEAF AVENUE, WHITTIER, CA, 90602
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $1.7M
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 | 135 | $1.7M | $109,442 | $210,377 |
| 2023 | 140 | $1.3M | $117,718 | $213,878 |
| 2022 | 131 | $808,063 | $96,850 | $171,743 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $6,076 | — | $6,076 |
| FRITH-SMITH & ARCHIBALD, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- FRITH-SMITH & ARCHIBALD, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,076
- Estimated Expense Ratio: 0.368% of plan assets
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 | $6,076 | — | — | — | — |
| 2023 | $4,106 | — | — | — | — |
| 2022 | $3,754 | — | — | — | — |