Inclusa, Inc.401(k)
INCLUSA, INC. EMPLOYEE RETIREMENT SAVINGS PLAN · STEVENS POINT, WI · plan year 2023
Inclusa, Inc. reported $59,317 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 1 year on file its reported administrative ratio rose from 0.04% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 360th-largest of 1,936 plans among Wisconsin employers on file, and the 1,604th of 11,911 in health care & social assistance. In 2023, employees put in $2.31 for every $1.00 the employer contributed.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 813565570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.