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Original filing (PDF)20250915103224NAL0001650640001
ICR INC.
Form 5500
FILING_RECEIVED
ICR, INC. RETIREMENT TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
803
Accounts w/ balance
740
Plan assets (EOY)
$92.6M
Net assets (EOY)
$92.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICR INC..
Plan sponsor
Name
ICR INC.
EIN
46-4395469
Address
6200 S MAIN ST. · SUITE 200 · AURORA, CO · 80016
Phone
(720) 728-7031
Industry
Professional & Technical Servicessee 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
2025-09-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BEHRENS & BANKS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $92.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PERSONAL CHOICE RETIREMENT ACCOUNT STOCK AND MUTUAL FUNDS 0 | — | — | — | $19.8M | 21.3% | |
| SCHWAB S&P 500 INDEX FUND - SELECT MUTUAL FUNDS 0 | — | — | — | $18.5M | 20.0% | |
| SCHWAB TOTAL STK MKT INDEXMONTH END MUTUAL FUNDS 0 | — | — | — | $8.0M | 8.6% | |
| SCHWAB TARGET 2055 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $7.5M | 8.1% | |
| SCHWAB TARGET 2045 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $6.2M | 6.7% | |
| SCHWAB TARGET 2050 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $5.5M | 5.9% | |
| SCHWAB TARGET 2040 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $5.1M | 5.5% | |
| SCHWAB SMALL CAP INDEX SELECTMONTH MUTUAL FUNDS 0 | — | — | — | $3.0M | 3.2% | |
| SCHWAB TARGET 2035 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $2.9M | 3.2% | |
| SCHWAB TARGET 2030 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $2.8M | 3.0% | |
| SCHWAB INTL INDEX FDMONTH END PRICE MUTUAL FUNDS 0 | — | — | — | $2.4M | 2.6% | |
| SCHWAB VALUE ADVANTAGE MONEY FUND MUTUAL FUNDS 0 | — | — | — | $2.3M | 2.5% | |
| SCHWAB TARGET 2055 INDEX FUNDMONTH MUTUAL FUNDS 0 | — | — | — | $1.5M | 1.6% | |
| SCHWAB TARGET 2025 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $1.5M | 1.6% | |
| VANGUARD TOTAL BOND MKT INDEX ADMMO MUTUAL FUNDS 0 | — | — | — | $1.2M | 1.3% | |
| PARTICIPANT LOANS PARTICIPANT LOANS 0 | — | — | — | $800K | 0.9% | |
| SCHWAB TARGET 2045 INDEX FUNDMONTH MUTUAL FUNDS 0 | — | — | — | $773K | 0.8% | |
| SCHWAB FDMNTL INTL SM EQ INDEXMONTH MUTUAL FUNDS 0 | — | — | — | $594K | 0.6% | |
| SCHWAB TREAS INFLAT PROT SEC IDX FD MUTUAL FUNDS 0 | — | — | — | $556K | 0.6% | |
| SCHWAB TARGET 2060 INDEX FUNDMONTH MUTUAL FUNDS 0 | — | — | — | $539K | 0.6% | |
| SCHWAB TARGET 2040 INDEX FUNDMONTH MUTUAL FUNDS 0 | — | — | — | $273K | 0.3% | |
| NUVEEN CORE PLUS BOND R6MONTH END P MUTUAL FUNDS 0 | — | — | — | $225K | 0.2% | |
| SCHWAB TARGET 2035 INDEX FUNDMONTH MUTUAL FUNDS 0 | — | — | — | $181K | 0.2% | |
| SCHWAB TARGET 2050 INDEX FUNDMONTH MUTUAL FUNDS 0 | — | — | — | $140K | 0.2% | |
| SCHWAB TARGET 2030 INDEXMONTH END P MUTUAL FUNDS 0 | — | — | — | $108K | 0.1% | |
| SCHWAB TARGET 2025 INDEX FUNDMONTH MUTUAL FUNDS 0 | — | — | — | $77K | <0.1% | |
| SCHWAB TARGET 2020 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $53K | <0.1% | |
| SCHWAB TARGET 2015 FUNDMONTH END PR MUTUAL FUNDS 0 | — | — | — | $36K | <0.1% |
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