How big is Inclusion, Inc.'s plan?

Inclusion, Inc.'s plan reported $3.9M in assets and 23 participants for 2025.

Original filing (PDF)20260514122204NAL0016777490001

Inclusion, Inc.

Name: Inclusion, Inc. — Inclusion Inc. 401(k) Profit, Form 5500 (2025)
Creator: Inclusion, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inclusion Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Inclusion, Inc.'s Inclusion Inc. 401(k) Profit Sharing Plan & Trust held $3.9M in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

LARA Davis signed Inclusion, Inc.'s 2025 Form 5500 as plan administrator.

LARA Davis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Inclusion, Inc.'s EIN is 93-1321004.

EIN 93-1321004

Plan number 001

Plan year 2025

ACK ID 20260514122204NAL0016777490001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Inclusion, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Inclusion, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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