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Original filing (PDF)20250916104510NAL0001262851001
INCREMEDICAL, LLC
Form 5500
FILING_RECEIVED
INCREMEDICAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
134
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (14 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INCREMEDICAL, LLC.
Plan sponsor
Name
INCREMEDICAL, LLC
EIN
35-2070850
Address
8259 WICKER AVENUE · ST. JOHN, IN · 46373
Phone
(800) 870-4540
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LATITUDE SERVICE COMPANY, INC. | 82-1371994 | — | NONE | $9K | — |
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | — | NONE | $2K | — |
Investments
21 direct securities· $7.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds The Growth Fund of America | — | — | — | $1.7M | 21.3% | |
| American Funds The Investment Company of America | — | — | — | $1.4M | 18.1% | |
| American Funds EuroPacific Growth Fund | — | — | — | $1.3M | 16.4% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $604K | 7.7% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $597K | 7.6% | |
| American Funds Washington Mutual Investment Fund | — | — | — | $458K | 5.8% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $332K | 4.2% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $294K | 3.7% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $253K | 3.2% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $202K | 2.6% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $172K | 2.2% | |
| American Funds The American Funds Money Market Fund | — | — | — | $164K | 2.1% | |
| American Funds New World Fund | — | — | — | $139K | 1.8% | |
| American Funds The Bond Fund of America | — | — | — | $113K | 1.4% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $96K | 1.2% | |
| American Funds Smallcap World Fund | — | — | — | $26K | 0.3% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $7K | <0.1% | |
| American Funds Capital World Bond Fund | — | — | — | $6K | <0.1% | |
| American Funds U.S. Government Securities Fund | — | — | — | $6K | <0.1% | |
| American Funds Inflation Linked Bond Fund | — | — | — | $5K | <0.1% | |
| American Funds Intermediate Bond Fund of America | — | — | — | $2K | <0.1% |
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