# Iconex LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/iconex-llc-810719062-501

> Iconex LLC's Health & Welfare plan: 765 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/empower) — 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|—|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iconex-llc-810719062-501)

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