· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ICONICA, INC. — ICONICA, INC. 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250619140736NAL0007977538001
ICONICA, INC.
Form 5500-SF
FILING_RECEIVED
ICONICA, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
70
Accounts w/ balance
98
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ICONICA, INC.
.
Find decision makers
Plan sponsor
Name
ICONICA, INC.
EIN
39-1805239
Address
901 DEMING WAY · SUITE 102 · MADISON, WI · 53717
Phone
(608) 664-3500
Industry
Engineering Services
· Professional & Technical Services
see 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
2025-06-19
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Engineering Services plans
PRATER ENGINEERING ASSOCIATES
PRATER ENGINEERING ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
$13.4M · 64 participants
EMANUELSON-PODAS, INC.
EMANUELSON-PODAS, INC. EMPLOYEE PROFIT SHARING PLAN
$13.4M · 95 participants
WALKER PARTNERS, LLC
WALKER PARTNERS, LLC 401(K) PLAN
$13.5M · 100 participants
ALLEN & SHARIFF CORPORATION
ALLEN & SHARIFF CORPORATION PROFIT SHARING PLAN
$13.5M · 86 participants
MORTON & PITALO, INC.
MORTON & PITALO, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$13.4M · 35 participants
CEI ENGINEERING ASSOCIATES, INC.
CEI ENGINEERING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST
$13.5M · 159 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
