Plan Snapshot
- Plan Sponsor: Iconex, LLC
- Sponsor EIN: 810719062
- Sponsor Address: 3237 SATELLITE BLVD., BLDG. #300, DULUTH, GA, 30096
- Plan Type: 401(k)
- Total Participants: 784
- Total Assets: $35.5M
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 | 784 | $35.5M | $1.2M | $3.2M |
| 2023 | 750 | $29.2M | $980,118 | $2.6M |
| 2022 | 668 | $18.9M | $877,855 | $2.3M |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON — 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 | $23,352 | $2,910 | — | — | — |
| 2023 | $54,501 | $3,700 | — | — | — |
| 2022 | $18,282 | $1,914 | — | — | — |