How big is Inclusion, Inc.'s plan?

Inclusion, Inc.'s plan reported $348K in assets for 2024.

Original filing (PDF)20250714141203NAL0000936259001

Inclusion, Inc.

Name: Inclusion, Inc. — Inclusion, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Inclusion, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inclusion, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Inclusion, Inc.'s Inclusion, Inc. 401(k) Profit Sharing Plan reported $348K in plan assets in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

People on this filing

Shirley Engelmeier Mangan signed Inclusion, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Engelmeier Mangan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Inclusion, Inc.'s EIN is 41-2019631.

EIN 41-2019631

Plan number 001

Plan year 2024

ACK ID 20250714141203NAL0000936259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Inclusion, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Inclusion, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score