Icare 401(k) Plan And Trust Agreement
Sponsored by Icare Management, Llc · EIN 912089152 · Plan #003
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 1,786
- With balances
- 689
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $64,625 |
| Fiducient Advisors | Investment advisory (plan) | $34,783 |
| Pension Consultants, Inc. | Contract administrator, Plan administrator | $4,916 |