Inceed, LLC's EIN is 73-1610687.
Download the official 2024 Form 5500 (PDF) for Inceed, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inceed, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREYSTONE CAPITAL PARTNERS GROUP | 86-1604571 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC | 41-0944586 | — | BROKER/DEALER | $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 | |||||
|---|---|---|---|---|---|---|
| VOYA INDEX SOLUTION 2050 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $2.3M | 18.1% | |
| VOYA INDEX SOLUTION 2055 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $2.3M | 17.9% | |
| VOYA INDEX SOLUTION 2045 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $2.1M | 16.5% | |
| VOYA INDEX SOLUTION 2040 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $1.4M | 11.2% | |
| VOYA INDEX SOLUTION 2035 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $866K | 6.9% | |
| Investment, at contract value: Guaranteed * Voya Fixed Account investment contract | Other securities | — | — | $652K | 5.2% | |
| VANGRD 500 INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $618K | 4.9% | |
| VOYA INDEX SOLUTION 2060 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $478K | 3.8% | |
| VOYA INDEX SOLUTION 2030 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $404K | 3.2% | |
| PIMCO INCOME FUND INS VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $231K | 1.8% | |
| Vanguard Total Intl Stk Index Fd Adm Pooled separate account | Pooled Separate Accounts | — | — | $172K | 1.4% | |
| VANGRD TOT INT STK IN F ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $172K | 1.4% | |
| AMERICAN FUNDS AMCAP FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $163K | 1.3% | |
| AB GLOBAL BOND FUND Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $146K | 1.2% | |
| VANGRD MID-CAP INDEX FUND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $134K | 1.1% | |
| AMERICAN FUNDS NW PRSPCTV R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $84K | 0.7% | |
| PGIM HIGH YIELD FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $83K | 0.7% | |
| VANGRD SMALL-CAP INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $77K | 0.6% | |
| AMERICAN FUNDS WASH MUTUAL R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $73K | 0.6% | |
| DFA INFL-PROT SEC PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $71K | 0.6% | |
| VANGRD BALANCED INDEX FND ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $69K | 0.5% | |
| AMERICAN FUNDS FDMNTL INV R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $60K | 0.5% | |
| VOYA INTERMEDIATE BOND FUND R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $55K | 0.4% | |
| DFA REAL ESTATE SECS PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $39K | 0.3% | |
| VOYA INDEX SOLUTION INC P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $36K | 0.3% | |
| VOYA INDEX SOLUTION 2065 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $31K | 0.2% | |
| VOYA MID CAP OPPORT PORT R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $28K | 0.2% | |
| DFA US TARGETED VI PORT INS VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $27K | 0.2% | |
| VANGRD EM MKTS STK IND FD ADM VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $21K | 0.2% | |
| VOYA INDEX SOLUTION 2025 P Z VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $15K | 0.1% | |
| CARILLON EAGLE SM CAP GRW R6 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $10K | <0.1% | |
| COLUMBIA SEL MID CAP VALUE I3 VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $8K | <0.1% | |
| Participants Loans (interest rate range 5.25%-10.25% maturing through 2028) -0- | Bonds / Notes | — | — | $4K | <0.1% | |
| VOYA GV MNY MKT F A VOYA RETIREMENT INSURANCE AND ANNUITY CO. · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | 20-0223513 | — | THIRD PARTY ADMIN. | $0 | — |
