Icw Group Holdings 401(k) match, vesting and fees
What Icw Group Holdings' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lavine, Lofgren, Morris & Engelber (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Icw Group Holdings: employer contribution per participant | $3,323 | |
| Peer median | $2,966 |
| Icw Group Holdings: average balance | $92,725 | |
| Peer median | $104,792 |
| Icw Group Holdings: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.10% |
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 $107M at the end of plan year 2021 to $143M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,583 | $143M | $5.1M | $3,323 | 0.12% | Not published | Form 5500 ↗ |
| 2023 | 1,559 | $117M | $4.3M | $2,804 | 0.12% | Not published | Form 5500 ↗ |
| 2022 | 1,423 | $95.6M | $3.7M | $2,701 | 0.14% | Not published | Form 5500 ↗ |
| 2021 | 1,244 | $107M | $3.1M | $2,514 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Icw Group Holdings match 401(k) contributions?
The match terms for the Icw Group Holdings, Inc. Salary Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $5.1M in employer contributions, about $3,323 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Icw Group Holdings 401(k) match vested?
The vesting schedule for the Icw Group Holdings, Inc. Salary Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Icw Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Icw Group Holdings, Inc..
I left Icw Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Icw Group Holdings, Inc., (858) 350-2424) or the recordkeeper, Fidelity Investments Institutional. The Icw Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Icw Group Holdings 401(k)
Data from the public Form 5500 annual reports Icw Group Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Icw Group Holdings. Not financial advice. Report a correction · Methodology