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Original filing (PDF)20251009052047NAL0010357264001
INCLUSION SPECIALIZED PROGRAMS L
Form 5500
FILING_RECEIVED
INCLUSION SPECIALIZED PROGRAMS 401K PLAN
401(k) retirement plan
Active participants
135
Accounts w/ balance
154
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
How this plan invests
This plan
5 pooled trusts
Schedule D
18 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INCLUSION SPECIALIZED PROGRAMS L.
Plan sponsor
Name
INCLUSION SPECIALIZED PROGRAMS L
EIN
46-2888108
Address
7255 GREENLEAF AVENUE · SUITE 20 · WHITTIER, CA · 90602
Phone
(562) 968-0605
Industry
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRITH-SMITH & ARCHIBALD, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
13 direct securities · 5 pooled funds· $1.6M(96% of reported assets)
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.
Registered Investment Companies
$1.2M
13 holdings
Common Collective Trust
$420K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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