JOSH Hachadourian signed Inclusive Education and Commun's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inclusive Education and Commun's EIN is 27-0039995.
Download the official 2024 Form 5500 (PDF) for Inclusive Education and Commun from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inclusive Education and Commun's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Calvert Conservative Allocation Fund Class I Mutual Fund | Other securities | — | — | $801K | 20.9% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $611K | 16.0% | |
| Vanguard Wellesley Income Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $436K | 11.4% | |
| Fidelity Government Money Market Fund Money Market Fund | Mutual Funds | — | — | $337K | 8.8% | |
| Calvert Balanced Fund Class R6 Mutual Fund | Other securities | — | — | $194K | 5.1% | |
| Vanguard LifeStrategy Growth Fund Investor Shares Mutual Fund 619 Vanguard Balanced Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $185K | 4.8% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $140K | 3.7% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $126K | 3.3% | |
| Fidelity Environment and Alt Energy Fund Mutual Fund 459 Franklin DynaTech Fund Advisor Class Mutual Fund | Mutual Funds | — | — | $119K | 3.1% | |
| Parnassus Value Equity Fund Investor Shares Mutual Fund | Other securities | — | — | $110K | 2.9% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $106K | 2.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $92K | 2.4% | |
| Lord Abbett Short Duration Income Fund Class R6 Mutual Fund 12 PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional Class Mutual Fund 860 PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $61K | 1.6% | |
| TIAA-CREF Social Choice Equity Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $55K | 1.4% | |
| Calvert Small-Cap Fund Class I Mutual Fund | Other securities | — | — | $51K | 1.3% | |
| Vanguard LifeStrategy Conservative Growth Fund Investor Shares Mutual Fund 12 TCW Total Return Bond Fund Class I Mutual Fund 1 * Participant loans 7.25% to 9.50%, various maturities | Mutual Funds | — | — | $49K | 1.3% | |
| Parnassus Core Equity Fund - Institutional Shares Mutual Fund | Other securities | — | — | $44K | 1.1% | |
| Parnassus Mid Cap Fund Institutional Shares Mutual Fund | Other securities | — | — | $32K | 0.8% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $25K | 0.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $25K | 0.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $24K | 0.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $22K | 0.6% | |
| Fidelity Capital & Income Fund Mutual Fund | Mutual Funds | — | — | $22K | 0.6% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $22K | 0.6% | |
| PIMCO Commodity RealReturn strategy Fund Class I-2 Mutual Fund 12 TIAA-CREF Core Impact Bond Fund Institutional Class Mutual Fund | U.S. Treasuries | — | — | $21K | 0.5% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $16K | 0.4% | |
| BlackRock Sustainable Advantage Large Cap Core Fund Class K Mutual Fund | Other securities | — | — | $15K | 0.4% | |
| American Funds New World Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $14K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $14K | 0.4% | |
| PIMCO Emerging Markets Bond Fund Class I-2 Mutual Fund 411 PIMCO Total Return ESG Fund Class I-2 Mutual Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Vanguard Global Equity Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $11K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $8K | 0.2% | |
| Vanguard Value Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $7K | 0.2% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $6K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Calvert Equity Fund Class I Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Federated Hermes Kaufmann Small Cap Fund Institutional Shares Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| AMG GW&K Core Bond ESG Fund - Class I Mutual Fund | Other securities | — | — | $2K | <0.1% | |
| Impax Ellevate Global Women's Leadership Fund Institutional Class Mutual Fund | Other securities | — | — | $1K | <0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor Shares Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
