# Ice Miller LLP 401(k) Plan
Source: https://planprovider.pro/companies/ice-miller-llp-401k-plan

> Ice Miller LLP's 401(k) plan: 630 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ice Miller LLP

- **Sponsor EIN:** 350874357

- **Sponsor Address:** ONE AMERICAN SQUARE, SUITE 2900, INDIANAPOLIS, IN, 462820200

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

- **Total Participants:** 630

- **Total Assets:** $370.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|630|$370.6M|$8.9M|$10.1M|

| 2023|660|$342.3M|$8.7M|$10.1M|

| 2022|638|$302.4M|$8.3M|$8.2M|

## 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|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$71,627|—|$71,627|

| CREATIVE PLANNING HOLDCO LLC|NONE|$55,788|—|$55,788|

| FISHER INVESTMENTS|NONE|$32,228|—|$32,228|

| DEERFIELD FINANCIAL ADVISORS I|NONE|$19,878|—|$19,878|

| LMCG INVESTMENTS LLC|NONE|$18,159|—|$18,159|

| KATZ SAPPER AND MILLER LLP|NONE|$16,800|—|$16,800|

| SUMMIT FINANCIAL MANAGEMENT LL|NONE|$14,651|—|$14,651|

| FRAZIER FINANCIAL ADVISORS LLC|NONE|$11,834|—|$11,834|

| CREATIVE PLANNING LLC|NONE|$11,328|—|$11,328|

| THE JOSEPH GROUP LLC|NONE|$11,012|—|$11,012|

| WOODLEY FARRA MANION PORTFOLIO|NONE|$10,264|—|$10,264|

| MORNINGSTAR INC|NONE|$8,776|—|$8,776|

| CAPITAL MGMT SERVICES INC|NONE|$8,615|—|$8,615|

| HAMILTON CAPITAL LLC|NONE|$8,407|—|$8,407|

| WINDSOR ADVISORY GROUP LLC|NONE|$7,353|—|$7,353|

| MESIROW FINANCIAL INVESTMENT|NONE|$5,052|—|$5,052|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [KATZ SAPPER AND MILLER LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — NONE

- [FRAZIER FINANCIAL ADVISORS LLC](https://planprovider.pro/provider/frazier-financial-advisors-llc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [MORNINGSTAR INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $311,772

- **Estimated Expense Ratio:** 0.084% 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|$316,021|$232,686|-$6|$16,800|—|

| 2023|$259,839|$161,940|$27,702|—|—|

| 2022|$242,017|$146,549|—|—|$24,850|

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- [Barnes & Thornburg LLP](https://planprovider.pro/companies/barnes-thornburg-llp-401k-plan) — 1,515 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ice-miller-llp-401k-plan)

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