ICONIQ CAPITAL, LLC
EIN 45-3711766SAN FRANCISCO, CA
ICONIQ CAPITAL, LLC (EIN 45-3711766) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $85.6M in plan assets and 888 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
3
Participants
888
Total assets
$85.6M
A ICONIQ CAPITAL, LLC employee? See the ICONIQ CAPITAL, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 45-3711766
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| ICONIQ CAPITAL 401(K) PLAN | 001 | 447 | $85.6M |
| ICONIQ CAPITAL, LLC HEALTH AND WELFARE PLAN | 501 | 441 | $0 |
| ICONIQ CAPITAL, LLC FAMILY OFFICE BENEFIT PLAN | 502 | 0 | $0 |
Service providers reported by ICONIQ CAPITAL, LLC
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
About this EIN
45-3711766 is the Employer Identification Number (EIN) ICONIQ CAPITAL, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?