# Icbd Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/icbd-holdings-llc-plan-001

> Icbd Holdings, LLC's 401(k) plan: 1,484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Icbd Holdings, LLC

- **Sponsor EIN:** 352649565

- **Sponsor Address:** 110 EAST BROWARD BOULEVARD,, FT LAUDERDALE, FL, 333013569

- **Plan Type:** 401(k)

- **Total Participants:** 1,484

- **Total Assets:** $11.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,484|$11.8M|$3.5M|$4.1M|

| 2023|1,517|$4.5M|$1.9M|$1.8M|

| 2022|788|$519,433|$0|$219,807|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$92,955|—|$92,955|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|—|$13,733|$13,733|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $106,688

- **Estimated Expense Ratio:** 0.902% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$92,955|—|$92,955|—|—|

| 2023|$196,831|—|$16,607|—|—|

| 2022|$12,363|$4,007|$7,666|—|$690|

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