Iconix Waterworks (US) 401(k) match, vesting and fees
What Iconix Waterworks (US)'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Jpmorgan Invest Holding LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 127 defined-contribution plans in utilities with 100 to 499 participants.
| Iconix Waterworks (US): employer contribution per participant | $2,738 | |
| Peer median | $3,995 |
| Iconix Waterworks (US): average balance | $60,859 | |
| Peer median | $115,215 |
| Iconix Waterworks (US): admin expenses ÷ assets | 0.32% | |
| Peer median | 0.29% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6M at the end of plan year 2021 to $8.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 148 | $8.7M | $392K | $2,738 | 0.32% | Not published | Form 5500 ↗ |
| 2024 | 166 | $7.8M | $411K | $2,616 | 0.34% | Not published | Form 5500 ↗ |
| 2023 | 173 | $6.8M | $416K | $2,536 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 171 | $5.3M | $407K | $2,558 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 163 | $6M | $349K | $2,327 | 0.18% | Not published | Form 5500 ↗ |
Common questions
Does Iconix Waterworks (US) match 401(k) contributions?
The match terms for the Iconix Waterworks (Us) Inc. 401k Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $392K in employer contributions, about $2,738 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Iconix Waterworks (US) 401(k) match vested?
The vesting schedule for the Iconix Waterworks (Us) Inc. 401k Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Iconix Waterworks (US) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Jpmorgan Invest Holding LLC. The plan administrator is Iconix Waterworks (Us) Inc..
I left Iconix Waterworks (US). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Iconix Waterworks (Us) Inc., (604) 455-3552) or the recordkeeper, Jpmorgan Invest Holding LLC. The Iconix Waterworks (US) old 401(k) page lists the contacts from every plan filing. Find an old Iconix Waterworks (US) 401(k)
Data from the public Form 5500 annual reports Iconix Waterworks (US) filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Iconix Waterworks (US). Not financial advice. Report a correction · Methodology