# Icon Aircraft, INC. 401(k) Plan
Source: https://planprovider.pro/companies/icon-aircraft-inc-401k-plan

> Icon Aircraft, INC.'s 401(k) plan: 57 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Icon Aircraft, INC.

- **Sponsor EIN:** 205147443

- **Sponsor Address:** 2141 ICON WAY, SUITE 100, VACAVILLE, CA, 95688

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

- **Total Participants:** 57

- **Total Assets:** $3.9M

## 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.|

| 2023|57|$3.9M|$0|$460,586|

| 2022|61|$3.5M|$0|$422,792|

## 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|$22,940|—|$22,940|

| SILICON VALLEY RETIREMENT SERVICES|ADVISOR|$16,816|—|$16,816|

| AUDIT AND TAX SOLUTION CPAS, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SILICON VALLEY RETIREMENT SERVICES](https://planprovider.pro/provider/silicon-valley-retirement-services-llc) — ADVISOR

- [AUDIT AND TAX SOLUTION CPAS, INC.](https://planprovider.pro/provider/audit-and-tax-solutions-cpas-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,756

- **Estimated Expense Ratio:** 1.031% 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|

| 2023|$19,878|$8,408|—|—|—|

| 2022|$2,573|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/icon-aircraft-inc-401k-plan)

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