Jason Taylor signed Inclusa, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Inclusa, Inc.'s EIN is 81-3565570.
Download the official 2024 Form 5500 (PDF) for Inclusa, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Inclusa, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | ACCOUNTANT/AUDITOR | $29K | — |
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.
| % of plan | |||
|---|---|---|---|
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | $0 | — |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | $0 | — |
