Claudine S. George signed Iconma LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Iconma LLC's EIN is 38-3519215.
Download the official 2024 Form 5500 (PDF) for Iconma LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Iconma LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISORY PLAN | $37K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index--FXAIX N/R | Common Collective Trusts | — | — | $1.8M | 21.6% | |
| Vanguard Investments Life Moderate Growth--VSMGX N/R | Mutual Funds | — | — | $1.7M | 21.5% | |
| New York Life Investments Large Cap Growth Fund--MLRSX N/R | Other securities | — | — | $1.5M | 18.1% | |
| Fidelity Investments Small Cap Ind-FSSNX N/R | Mutual Funds | — | — | $740K | 9.1% | |
| Hartford Funds Cr Eq--HAITX N/R | Other securities | — | — | $628K | 7.8% | |
| Vanguard Investments Life Growth--VASGX N/R | Mutual Funds | — | — | $303K | 3.7% | |
| Fidelity Investments TTL Intl Inde--FTIHX N/R | Mutual Funds | — | — | $286K | 3.5% | |
| John Hancock Investments Discovery Value--JDVWX N/R | Other securities | — | — | $262K | 3.2% | |
| American Funds Bond Fund of America--RBFGX N/R | Mutual Funds | — | — | $205K | 2.5% | |
| Money Market Vanguard Investments Vanguard Fed Res--VMFXX N/R | Mutual Funds | — | — | $204K | 2.5% | |
| Fidelity Investments U.S. Bond Ind--FXNAX N/R | Mutual Funds | — | — | $185K | 2.3% | |
| Fidelity Investments Mid Cap Index--FSMDX N/R | Mutual Funds | — | — | $98K | 1.2% | |
| Note receivable from Interest rate: primarily in the range $0 | Other securities | — | — | $56K | 0.7% | |
| Vanguard Investments Life Conservative Growth--VSCGX N/R | Mutual Funds | — | — | $45K | 0.6% | |
| BNY Mellon Research Growth--DRYQX N/R | Other securities | — | — | $41K | 0.5% | |
| American Century Investments Inflation-Adjusted Bond--AIADX N/R | Mutual Funds | — | — | $33K | 0.4% | |
| American Funds Intl Gr--RIGGX N/R | Mutual Funds | — | — | $22K | 0.3% | |
| Macquarie Group Small Cap Cre--DCZRX N/R | Common Stocks | — | — | $21K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
