# Intercontinental Exchange, INC. 401(k) Plan
Source: https://planprovider.pro/companies/intercontinental-exchange-inc-401k-plan

> Intercontinental Exchange, INC.'s 401(k) plan: 7,609 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Intercontinental Exchange, INC.

- **Sponsor EIN:** 462286804

- **Sponsor Address:** 5660 NEW NORTHSIDE DRIVE, ATLANTA, GA, 30328

- **Plan Type:** 401(k)

- **Total Participants:** 7,609

- **Total Assets:** $3.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|7,609|$3.3B|$51.0M|$77.6M|

| 2023|4,982|$2.4B|$51.0M|$76.0M|

| 2022|5,019|$2.0B|$48.5M|$70.4M|

## 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|$349,609|—|$349,609|

| STRATEGIC ADVISORS, INC.|ADVISOR|$193,636|—|$193,636|

| AON INVESTMENTS USA INC.|CONSULTANT|$127,033|—|$127,033|

| BARTLETT O'NEILL CONSULTING INC.|CONSULTANT|$30,431|—|$30,431|

| FRAZIER & DEETER|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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FRAZIER & DEETER](https://planprovider.pro/provider/frazier-and-deeter-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $700,709

- **Estimated Expense Ratio:** 0.021% 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|$1,866,344|$1,344,214|$4,500|—|—|

| 2023|$1,938,879|$1,306,289|$1,800|—|—|

| 2022|$1,989,480|$1,349,012|—|—|—|

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