Back to filter
Original filing (PDF)20250917111009NAL0000937426001
ICONECTIV, LLC
Form 5500
FILING_RECEIVED
ICONECTIV 401(K) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
408
Accounts w/ balance
598
Plan assets (EOY)
$239.2M
Net assets (EOY)
$239.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICONECTIV, LLC.
Plan sponsor
Name
ICONECTIV, LLC
EIN
22-2478398
Address
100 SOMERSET CORPORATE BOULEVARD · BRIDGEWATER, NJ · 08807
Phone
(732) 699-7753
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $49K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $30K | — |
Investments
28 direct securities · 1 pooled fund· $239.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$222.9M
28 holdings
Common Collective Trust
$16.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Institutional Index Fund Inst'l Shares | — | — | — | $44.7M | 18.7% | |
| The Vanguard Group Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $25.8M | 10.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $16.4M | 6.8% | |
| Self Directed Brokerage Account Vanguard Brokerage Option | — | — | — | $15.6M | 6.5% | |
| The Vanguard Group Vanguard Target Retirement 2030 Fund | — | — | — | $14.1M | 5.9% | |
| The Vanguard Group Vanguard Target Retirement 2035 Fund | — | — | — | $12.8M | 5.3% | |
| The Vanguard Group Vanguard Total Bond Market Index Fund: Inst'l Shr | — | — | — | $12.7M | 5.3% | |
| The Vanguard Group Vanguard Target Retirement 2025 Fund | — | — | — | $11.9M | 5.0% | |
| Dodge & Cox Dodge & Cox Stock Fund; Class X | — | — | — | $10.5M | 4.4% | |
| The Vanguard Group Vanguard Mid-Cap Index Fund Institutional Shares | — | — | — | $9.7M | 4.1% | |
| The Vanguard Group Vanguard Target Retirement 2040 Fund | — | — | — | $8.6M | 3.6% | |
| The Vanguard Group Vanguard Small-Cap Index Fund Institutional Shares | — | — | — | $8.1M | 3.4% | |
| The Vanguard Group Vanguard International Growth Fund Admiral Shares | — | — | — | $6.7M | 2.8% | |
| Dodge & Cox Dodge & Cox Income Fund; Class X | — | — | — | $5.7M | 2.4% | |
| The Vanguard Group Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $5.7M | 2.4% | |
| The Vanguard Group Vanguard Target Retirement 2020 Fund | — | — | — | $5.4M | 2.3% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund; I Class | — | — | — | $4.3M | 1.8% | |
| The Vanguard Group Vanguard Target Retirement 2050 Fund | — | — | — | $3.0M | 1.3% | |
| The Vanguard Group Vanguard Target Retirement 2045 Fund | — | — | — | $2.9M | 1.2% | |
| Dodge & Cox Dodge & Cox International Stock Fund; Class X | — | — | — | $2.5M | 1.0% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value Fund; I Class | — | — | — | $2.5M | 1.0% | |
| The Vanguard Group Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $2.5M | 1.0% | |
| The Vanguard Group Vanguard Target Retirement Income | — | — | — | $2.4M | 1.0% | |
| The Vanguard Group Vanguard Target Retirement 2055 Fund | — | — | — | $1.9M | 0.8% | |
| The Vanguard Group Vanguard Target Retirement 2060 Fund | — | — | — | $1.3M | 0.6% | |
| Notes Receivable From Participants: Maturing 2025 - 2029 at interest rates 4.25% - 9.50% | — | — | — | $761K | 0.3% | |
| The Vanguard Group Vanguard Target Retirement 2065 Fund | — | — | — | $487K | 0.2% | |
| Allspring Special Small Cap Value Fund; Class R6 | — | — | — | $416K | 0.2% | |
| The Vanguard Group Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $3K | <0.1% |
Related plans
Other plans using VANGUARD ADVISERS INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
CARGILL, INCORPORATED
THE CARGILL PARTNERSHIP PLAN
$8.9B · 26,979 participants
Similar-size Wholesale Trade plans
TMK GLOBAL HOLDINGS, LLC
TRIMARK RETIREMENT SAVINGS PLAN
$245.4M · 2,835 participants
SCANSOURCE, INC.
SCANSOURCE, INC. 401(K) PLAN
$225.4M · 1,439 participants
BOYD COMPANY
BOYD COMPANY 401(K) PLAN
$204.4M · 1,470 participants
RSA SECURITY LLC
RSA SECURITY 401(K) PLAN
$174.7M · 507 participants
CUSA ACQUISITION LLC
OCE EMPLOYEES' CASH ACCUMULATION PLAN
$156.9M · 477 participants
GENSCO, INC.
GENSCO PROFIT SHARING 401(K) PLAN
$153.8M · 979 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants