Plan Snapshot
- Plan Sponsor: Iconex LLC
- Sponsor EIN: 810719062
- Sponsor Address: 3475 LENOX ROAD, ATLANTA, GA, 30326
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 765
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 765 | $0 | $0 | $0 |
| 2023 | 734 | $0 | $0 | $0 |
| 2022 | 729 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $708,102 | — | $708,102 |
| AP BENEFIT ADVISORS LLC | Investment Advisor | $116,812 | — | $116,812 |
| PRUDENTIAL INSURANCE COMPANY | Recordkeeper | $60,399 | — | $60,399 |
| OPTUM RX INC. | Other Service Provider | $19,060 | — | $19,060 |
| WEX INC. | Other Service Provider | $8,251 | — | $8,251 |
| COMPSYCH | Recordkeeper | — | $5,877 | $5,877 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $918,501
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |