Icon Retirement Plan
Sponsored by Icon Information Consultants, Lp · EIN 760555545 · Plan #002
- Total assets
- $63.5M
- Net assets
- $63.5M
- Active participants
- 3,764
- With balances
- 6,147
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $284,767 |
| Nova 401(k) Associates | Contract administrator | $52,587 |
| Lpl Financial Llc | Investment advisory (participants) | $22,500 |