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Original filing (PDF)20251015095006NAL0004224225001
ICIMS
Form 5500
FILING_RECEIVED
ICIMS 401(K) PLAN
401(k) retirement plan
Active participants
697
Accounts w/ balance
1,106
Plan assets (EOY)
$105.6M
Net assets (EOY)
$105.6M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 52% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICIMS.
Plan sponsor
Name
ICIMS
EIN
22-3719840
Address
101 CRAWFORDS CORNER ROAD · SUITE 3 100 · HOLMDEL, NJ · 07733
Phone
(732) 847-8178
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $70K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $47K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $16K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER | 87-1363769 | — | ACCOUNTANT/AUDITOR | $28K | — |
Investments
21 direct securities · 1 pooled fund· $104.4M(99% 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
$102.8M
21 holdings
Common Collective Trust
$1.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 Fund Class K Shares | — | — | — | $18.3M | 17.3% | |
| Fidelity Investment 500 Index Fund – Premium Class | — | — | — | $17.3M | 16.3% | |
| BlackRock LifePath Index 2055 Fund Class K Shares | — | — | — | $15.0M | 14.2% | |
| BlackRock LifePath Index 2045 Fund Class K Shares | — | — | — | $9.8M | 9.3% | |
| BlackRock LifePath Index 2060 Fund Class K | — | — | — | $7.6M | 7.2% | |
| BlackRock LifePath Index 2040 Fund Class K Shares | — | — | — | $7.4M | 7.0% | |
| BlackRock LifePath Index 2035 Fund Class K Shares | — | — | — | $6.6M | 6.2% | |
| Alliance Bernstein Large Cap Growth Fund Class A | — | — | — | $4.4M | 4.1% | |
| Fidelity Investment Mid Cap Index Fund – Premium Class | — | — | — | $3.6M | 3.4% | |
| BlackRock LifePath Index 2030 Fund Class K Shares | — | — | — | $2.7M | 2.6% | |
| BlackRock LifePath Index Retirement Fund Class K Shares | — | — | — | $1.9M | 1.8% | |
| Fidelity Investment Small Cap Index Fund – Premium Class | — | — | — | $1.7M | 1.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.6M | 1.5% | |
| Fidelity Investment International Index Fund – Premium Class | — | — | — | $1.4M | 1.3% | |
| T. Rowe Price Value Fund I Class | — | — | — | $1.1M | 1.0% | |
| Fidelity Investment U.S. Bond Index Fund – Premium Class | — | — | — | $895K | 0.8% | |
| BlackRock LifePath Index 2065 Fund Class K Shares | — | — | — | $745K | 0.7% | |
| T. Rowe Price QM US Small-Cap Gr Eq Fund | — | — | — | $691K | 0.7% | |
| Pimco RAE US Small Value Fund | — | — | — | $637K | 0.6% | |
| JP Morgan International Equity Fund Class R6 | — | — | — | $597K | 0.6% | |
| Baird Core Plus Bond Fund Class Institutional | — | — | — | $456K | 0.4% | |
| Fidelity Investment Government Money Market Fund Class K6 | — | — | — | $28K | <0.1% |