Jonathan HOEG signed ICR Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ICR Inc.'s EIN is 46-4395469.
Download the official 2024 Form 5500 (PDF) for ICR Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ICR Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PERSONAL CHOICE RETIREMENT ACCOUNT STOCK AND MUTUAL FUNDS 0 | Self-Directed Brokerage | — | — | $19.8M | 21.3% | |
| SCHWAB S&P 500 INDEX FUND - SELECT MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $18.5M | 20.0% | |
| SCHWAB TOTAL STK MKT INDEXMONTH END MUTUAL FUNDS 0 | Mutual Funds | — | — | $8.0M | 8.6% | |
| SCHWAB TARGET 2055 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $7.5M | 8.1% | |
| SCHWAB TARGET 2045 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $6.2M | 6.7% | |
| SCHWAB TARGET 2050 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $5.5M | 5.9% | |
| SCHWAB TARGET 2040 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $5.1M | 5.5% | |
| SCHWAB SMALL CAP INDEX SELECTMONTH MUTUAL FUNDS 0 | Mutual Funds | — | — | $3.0M | 3.2% | |
| SCHWAB TARGET 2035 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $2.9M | 3.2% | |
| SCHWAB TARGET 2030 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $2.8M | 3.0% | |
| SCHWAB INTL INDEX FDMONTH END PRICE MUTUAL FUNDS 0 | Mutual Funds | — | — | $2.4M | 2.6% | |
| SCHWAB VALUE ADVANTAGE MONEY FUND MUTUAL FUNDS 0 | Mutual Funds | — | — | $2.3M | 2.5% | |
| SCHWAB TARGET 2055 INDEX FUNDMONTH MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| SCHWAB TARGET 2025 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $1.5M | 1.6% | |
| VANGUARD TOTAL BOND MKT INDEX ADMMO MUTUAL FUNDS 0 | Mutual Funds | — | — | $1.2M | 1.3% | |
| PARTICIPANT LOANS PARTICIPANT LOANS 0 | Participant loans | — | — | $800K | 0.9% | |
| SCHWAB TARGET 2045 INDEX FUNDMONTH MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $773K | 0.8% | |
| SCHWAB FDMNTL INTL SM EQ INDEXMONTH MUTUAL FUNDS 0 | Mutual Funds | — | — | $594K | 0.6% | |
| SCHWAB TREAS INFLAT PROT SEC IDX FD MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $556K | 0.6% | |
| SCHWAB TARGET 2060 INDEX FUNDMONTH MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $539K | 0.6% | |
| SCHWAB TARGET 2040 INDEX FUNDMONTH MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $273K | 0.3% | |
| NUVEEN CORE PLUS BOND R6MONTH END P MUTUAL FUNDS 0 | Mutual Funds | — | — | $225K | 0.2% | |
| SCHWAB TARGET 2035 INDEX FUNDMONTH MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $181K | 0.2% | |
| SCHWAB TARGET 2050 INDEX FUNDMONTH MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $140K | 0.2% | |
| SCHWAB TARGET 2030 INDEXMONTH END P MUTUAL FUNDS 0 | Mutual Funds | — | — | $108K | 0.1% | |
| SCHWAB TARGET 2025 INDEX FUNDMONTH MUTUAL FUNDS 0 | Common Collective Trusts | — | — | $77K | <0.1% | |
| SCHWAB TARGET 2020 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $53K | <0.1% | |
| SCHWAB TARGET 2015 FUNDMONTH END PR MUTUAL FUNDS 0 | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
