Plan Snapshot
- Plan Sponsor: Icw Group Holdings, INC.
- Sponsor EIN: 952890041
- Sponsor Address: 15025 INNOVATION DRIVE, SAN DIEGO, CA, 92128
- Plan Type: 401(k)
- Total Participants: 1,172
- Total Assets: $143.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,172 | $143.4M | $5.1M | $11.5M |
| 2023 | 1,078 | $117.2M | $4.3M | $10.4M |
| 2022 | 1,048 | $95.6M | $3.7M | $9.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $108,669 | — | $108,669 |
| LAVINE, LOFGREN, MORRIS & ENGELBER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,669
- Estimated Expense Ratio: 0.076% 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 | $158,087 | $50,000 | — | — | — |
| 2023 | $130,658 | $50,000 | $1,500 | — | — |
| 2022 | $139,558 | — | — | — | — |