Plan Snapshot
- Plan Sponsor: Icon Clinical Research, LLC
- Sponsor EIN: 232689156
- Sponsor Address: 731 ARBOR WAY SUITE 100, BLUE BELL, PA, 19422
- Plan Type: 401(k)
- Total Participants: 10,795
- Total Assets: $1.6B
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 | 10,795 | $1.6B | $43.7M | $109.5M |
| 2023 | 12,588 | $1.4B | $42.0M | $115.6M |
| 2022 | 5,641 | $574.1M | $21.6M | $44.4M |
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 |
|---|---|---|---|---|
| KREISCHER MILLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $982,836 | — | — | — | — |
| 2023 | $945,917 | $378,377 | — | — | — |
| 2022 | $550,602 | $142,971 | — | — | $32,298 |