Original filing (PDF)20250825150936NAL0013871168001

INCA INVESTMENTS, LLC

Name: INCA INVESTMENTS, LLC — INCA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN AND TRUST II, Form 5500 (2024)
Creator: INCA INVESTMENTS, LLC

Form 5500-SF

FILING_RECEIVED

INCA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN AND TRUST II

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INCA INVESTMENTS, LLC.

Plan sponsor

Name

INCA INVESTMENTS, LLC

EIN

22-3899123

Address

78 SW 7TH ST., SUITE 800 · MIAMI, FL · 33130

Phone

(305) 722-4307

Industry

Finance & Insurancesee all

Plan administrator

Name

INCA INVESTMENTS, LLC

EIN

22-3899123

City

MIAMI, FL

Phone

(305) 722-4300

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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