Plan Snapshot
- Plan Sponsor: Icims
- Sponsor EIN: 223719840
- Sponsor Address: 101 CRAWFORDS CORNER ROAD, HOLMDEL, NJ, 07733
- Plan Type: 401(k)
- Total Participants: 697
- Total Assets: $105.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 697 | $105.6M | $2.0M | $9.0M |
| 2023 | 848 | $91.8M | $2.2M | $9.5M |
| 2022 | 931 | $69.5M | $2.6M | $9.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $70,030 | — | $70,030 |
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | $46,500 | — | $46,500 |
| EISNERAMPER | ACCOUNTANT/AUDITOR | $28,455 | — | $28,455 |
| LPL FINANCIAL LLC | ADVISOR | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EISNERAMPER — ACCOUNTANT/AUDITOR
- LPL FINANCIAL LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $160,485
- Estimated Expense Ratio: 0.152% 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 | $160,485 | $62,000 | — | $28,455 | — |
| 2023 | $185,016 | $62,000 | — | $27,300 | — |
| 2022 | $197,123 | — | — | — | — |