Plan Ledger DOL Form 5500 · updated monthly

Inclusa, Inc.401(k)

INCLUSA, INC. EMPLOYEE RETIREMENT SAVINGS PLAN · STEVENS POINT, WI · plan year 2023

Reported admin expense ratio · 2023
0.11%

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.

Plan summary
Net assets, end of year$60,371,840
Participants with balances1,588
Active participants0
Employer contributions$2,772,584
Employee contributions$6,396,165
Employer contribution per active participant—
Average account balance$38,018
Benefits paid to participants$7,271,887
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$60.4M · 1,588 accts · $2.8M emplr
2022$48.2M · 1,283 accts · $2.8M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$49,445
Investment management$9,872
Total administrative$59,317
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,872

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023$59,317 · 0.11%
2022$19,682 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Gi Associates, LLC WI$63.2M · 0.18%
Community Care, Inc. WI$60.8M · 0.05%

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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.