# Inclusion Specialized Programs L 401(k) Plan
Source: https://planprovider.pro/companies/inclusion-specialized-programs-l-401k-plan

> Inclusion Specialized Programs L's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FRITH-SMITH & ARCHIBALD, LLP](https://planprovider.pro/provider/frith-smith-and-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|—|—|—|—|

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