# Icw Group Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/icw-group-holdings-inc-401k-plan

> Icw Group Holdings, INC.'s 401(k) plan: 1,172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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