How big is Inclusive Data LLC's plan?

Inclusive Data LLC's plan reported $59K in assets and 5 participants for 2022.

Original filing (PDF)20230419105634NAL0001233363001

Inclusive Data LLC

Name: Inclusive Data LLC — Inclusive Data LLC 401(k), Form 5500 (2022)
Creator: Inclusive Data LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inclusive Data LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Inclusive Data LLC's Inclusive Data LLC 401(k) Profit Sharing Plan & Trust held $59K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan identifiers

Inclusive Data LLC's EIN is 85-0977780.

EIN 85-0977780

Plan number 001

Plan year 2022

ACK ID 20230419105634NAL0001233363001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Inclusive Data LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Inclusive Data LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INCLUSIVE DATA LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score