Anthony Carrillo signed Inclusion Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inclusion Services LLC's EIN is 27-0489074.
Download the official 2024 Form 5500 (PDF) for Inclusion Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inclusion Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $378K | 15.2% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $311K | 12.5% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $268K | 10.8% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $228K | 9.2% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $200K | 8.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $179K | 7.2% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $90K | 3.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $87K | 3.5% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $85K | 3.4% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $58K | 2.3% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $50K | 2.0% | |
| FRANKLIN SM CAP GRTH A | Registered Investment Companies | — | — | $50K | 2.0% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $47K | 1.9% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $46K | 1.8% | |
| MACQUARIE SMALL CAP VALUE - A | Registered Investment Companies | — | — | $44K | 1.8% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $35K | 1.4% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $27K | 1.1% | |
| DWS RREEF REAL EST SEC A | Registered Investment Companies | — | — | $26K | 1.0% | |
| JPMORGAN US EQUITY - A | Registered Investment Companies | — | — | $25K | 1.0% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $24K | 1.0% | |
| FEDERATED HERMES INTL LEADERS | Registered Investment Companies | — | — | $21K | 0.9% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $19K | 0.8% | |
| VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $18K | 0.7% | |
| AC STRAT ALLOC MOD FUND - A | Registered Investment Companies | — | — | $14K | 0.6% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $14K | 0.6% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $14K | 0.6% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $13K | 0.5% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $3K | 0.1% | |
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
