AUMdb

Icr, Llc 401(k) Plan

Sponsored by Icr, Llc · EIN 824821990 · Plan #001

Total assets
$60.5M
Net assets
$60.5M
Active participants
343
With balances
484

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Commonwealth Equity Services, Llc CRD 8032 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Commonwealth Equity Services Llc Db Investment advisory (plan) $65,523
Empower Annuity Insurance Company Recordkeeping fees $30,265