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Original filing (PDF)20251007114707NAL0002435171001
ICON CLINICAL RESEARCH, LLC
Form 5500
FILING_RECEIVED
ICON CLINICAL RESEARCH, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,795
Accounts w/ balance
15,048
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
20 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICON CLINICAL RESEARCH, LLC.
Plan sponsor
Name
ICON CLINICAL RESEARCH, LLC
EIN
23-2689156
Address
731 ARBOR WAY SUITE 100 · BLUE BELL, PA · 19422
Phone
(215) 616-3619
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
4 direct securities · 20 pooled funds· $1.6B(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.
Common Collective Trust
$1.5B
20 holdings
Uncategorized
$146.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX SL SR FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 065 | Common Collective Trust | — | — | $363.1M | 22.5% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $183.0M | 11.3% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $138.7M | 8.6% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $138.2M | 8.6% | |
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $122.4M | 7.6% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $118.9M | 7.4% | |
| STATE ST RUSSELL SMALL/MID IDX SL C STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $103.6M | 6.4% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $77.0M | 4.8% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $59.6M | 3.7% | |
| Empower Trust Company International Equity Fund | — | — | — | $54.6M | 3.4% | |
| Empower Trust Company US Small/Mid Cap Equity Fund | — | — | — | $41.8M | 2.6% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $34.1M | 2.1% | |
| Empower Trust Company US Fixed Income Fund | — | — | — | $32.3M | 2.0% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $25.6M | 1.6% | |
| INVESCO STABLE VALUE TRUST CL B1 INVESCO FUNDS · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $24.6M | 1.5% | |
| STATE ST US BND INDX SL CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $21.9M | 1.4% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $21.4M | 1.3% | |
| Participant loans Interest rates ranging from 3.25% to 9.50% | — | — | — | $17.8M | 1.1% | |
| STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $10.5M | 0.7% | |
| STATE ST GBL ALLCP EQ EX-US IDX SL STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $9.4M | 0.6% | |
| STATE ST REAL ASSET NL CL K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $8.4M | 0.5% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUST · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $5.8M | 0.4% | |
| STATE ST REAL ASSET NL CL C STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 INDX SL CL II STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |