Plan Snapshot
- Plan Sponsor: Icp INC.
- Sponsor EIN: 391769904
- Sponsor Address: P.O. BOX 8267, GREEN BAY, WI, 54308
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $16.5M
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 | 131 | $16.5M | $208,041 | $938,832 |
| 2023 | 133 | $15.0M | $194,701 | $873,545 |
| 2022 | 102 | $11.4M | $169,452 | $754,258 |
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 |
|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | NONE | $74,146 | — | $74,146 |
| HAWKINS ASH CPA'S LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPA'S LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $74,146
- Estimated Expense Ratio: 0.451% of plan assets
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 | $74,146 | $73,012 | — | — | — |
| 2023 | $60,561 | $59,643 | — | — | — |
| 2022 | $62,114 | $61,514 | — | — | — |