Plan Snapshot
- Plan Sponsor: Icon Information Consultants, LP
- Sponsor EIN: 760555545
- Sponsor Address: 100 WAUGH DRIVE, HOUSTON, TX, 77007
- Plan Type: 401(k)
- Total Participants: 3,764
- Total Assets: $63.5M
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 | 3,764 | $63.5M | $0 | $15.5M |
| 2023 | 3,684 | $52.9M | $15,200 | $14.3M |
| 2022 | 4,181 | $38.8M | $0 | $13.5M |
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 |
|---|---|---|---|---|
| EEPB | Auditor | — | — | $0 |
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 | $427,856 | — | $427,856 | — | — |
| 2023 | $345,910 | — | $345,910 | — | — |
| 2022 | $301,676 | — | $301,676 | — | — |