AUMdb

Iconiq Capital 401(k) Plan

Sponsored by Iconiq Capital, Llc · EIN 453711766 · Plan #001

Total assets
$85.6M
Net assets
$85.6M
Active participants
447
With balances
655

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Investment management fees (indirect), Other fees $12,321
Compass 360, Llc Recordkeeping, Distribution (12b-1) fees $6,150