Icario, Inc. 401(k) Plan
Sponsored by Icario, Inc. · EIN 853192831 · Plan #001
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 200
- With balances
- 336
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $56,923 |
| Christensen Group Financial Llc | Investment advisory (plan) | $45,693 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,115 |