Back to filter
Original filing (PDF)20250909140752NAL0034255184001
ICONA
Form 5500
FILING_RECEIVED
AMERIFLEX
Health & welfare plan
Signals · 1
No recordkeeper disclosed
Active participants
102
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICONA.
Plan sponsor
Name
ICONA
EIN
46-3829272
Address
24 ROOSEVELT BOULEVARD · MARMORA, NJ · 08223
Phone
(855) 711-5283
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
505
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-09
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Accommodation & Food Services plans
TAHOE MOON PROPERTIES INC.
TAHOE MOON PROPERTIES 401(K) PLAN
$0
PABLO'S PALACE
PABLO'S PALACE 403(B) PLAN
$0
FOREVER RESORTS, L.L.C
FOREVER RESORTS, L. L. C PROFIT SHARING AND 401(K) PLAN
$0
JSK HORSHAM LLC
JSK HORSHAM LLC 401(K) PROFIT SHARING PLAN & TRUST
$0
NORTHGATE, INC.
NORTHGATE, INC. 401(K) RETIREMENT PLAN
$0
RED LION HOTELS CORPORATION
RED LION HOTELS CORPORATION RETIREMENT SAVINGS PLAN
$0
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants