Plan Snapshot
- Plan Sponsor: Iconix Waterworks (Us) INC.
- Sponsor EIN: 711034094
- Sponsor Address: 1830 16TH STREET, SNOHOMISH, WA, 98290
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $7.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 143 | $7.8M | $410,693 | $666,849 |
| 2023 | 149 | $6.8M | $415,869 | $622,281 |
| 2022 | 147 | $5.3M | $406,785 | $600,500 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $24,540 | $13,375 | $11,165 | — | — |
| 2023 | $22,397 | $10,887 | $11,510 | — | — |
| 2022 | $18,340 | $7,527 | $10,395 | — | $418 |