Erica Huerta signed Inclusion Specialized Programs L's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inclusion Specialized Programs L's EIN is 46-2888108.
Download the official 2024 Form 5500 (PDF) for Inclusion Specialized Programs L from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inclusion Specialized Programs L'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 | |||||
|---|---|---|---|---|---|---|
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $329K | 19.9% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $193K | 11.7% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $192K | 11.6% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $150K | 9.1% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $140K | 8.5% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $123K | 7.4% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $111K | 6.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $82K | 5.0% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $71K | 4.3% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $62K | 3.7% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $61K | 3.7% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $26K | 1.6% | |
| INVESCO COMSTOCK A | Registered Investment Companies | — | — | $15K | 0.9% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $10K | 0.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $9K | 0.6% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $8K | 0.5% | |
| JPMORGAN CORE BOND FUND - A | Registered Investment Companies | — | — | $4K | 0.3% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
