How big is Iceberg Financial, LLC's plan?

Iceberg Financial, LLC's plan reported $73K in assets and 1 participants for 2024.

Original filing (PDF)20251004220659NAL0003951696001

Iceberg Financial, LLC

Name: Iceberg Financial, LLC — Iceberg Financial, LLC, Form 5500 (2024)
Creator: Iceberg Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Iceberg Financial, LLC 401(k) Plan

401(k) retirement plan · Iceberg Financial, LLC's Iceberg Financial, LLC 401(k) Plan held $73K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

Plan identifiers

Iceberg Financial, LLC's EIN is 45-1056697.

EIN 45-1056697

Plan number 001

Plan year 2024

ACK ID 20251004220659NAL0003951696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Iceberg Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Iceberg Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ICEBERG FINANCIAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ICEBERG FINANCIAL, LLC

EIN

all filings

Address

9765 RANDALL DR. · SUITE A · CARMEL, IN · 46280

Phone

(317) 828-6207

Industry

Finance & Insurance

Plan administrator