How big is Iceberg Financial, LLC's plan?

Iceberg Financial, LLC's plan reported $240K in assets and 1 participants for 2024.

Original filing (PDF)20251004220524NAL0001457107001

Iceberg Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Iceberg Financial, LLC Cash Balance Plan

Defined-benefit pension plan · Iceberg Financial, LLC's Iceberg Financial, LLC Cash Balance Plan held $240K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

Plan identifiers

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

EIN 45-1056697

Plan number 002

Plan year 2024

ACK ID 20251004220524NAL0001457107001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score