Icims 401(k) Plan
Sponsored by Icims · EIN 223719840 · Plan #001
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 697
- With balances
- 1,106
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $70,030 |
| Cetera Investment Advisors Llc | Investment advisory (plan) | $46,500 |
| Eisneramper | Accounting | $28,455 |
| Lpl Financial Llc | Investment advisory (plan) | $15,500 |