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Original filing (PDF)20250923150619NAL0006506145001
INCEED, LLC
Form 5500
FILING_RECEIVED
INCEED, LLC PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
187
Accounts w/ balance
147
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
31 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INCEED, LLC.
Plan sponsor
Name
INCEED, LLC
EIN
73-1610687
Address
907 S. DETROIT AVENUE · SUITE 1300 · TULSA, OK · 74120
Phone
(918) 388-1888
Industry
Other Services (ex. Public Admin)see 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
2025-09-23
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES INC | 41-0944586 | — | BROKER/DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS, LLC | 20-0223513 | — | THIRD PARTY ADMIN. | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREYSTONE CAPITAL PARTNERS GROUP | 86-1604571 | — | SERVICE PROVIDER | $0 | — |
Investments
3 direct securities · 31 pooled funds· $12.9M(100% 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.
Pooled Separate Account
$12.1M
31 holdings
Uncategorized
$828K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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- | — | — | — | $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% |
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