AUMdb

Iconectiv 401(k) Plan

Sponsored by Iconectiv, Llc · EIN 222478398 · Plan #006

Total assets
$239M
Net assets
$239M
Active participants
408
With balances
598

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $49,199
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $29,719