Timothy O'ROURKE signed ICON Information Consultants, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ICON Information Consultants, LP's EIN is 76-0555545.
Download the official 2024 Form 5500 (PDF) for ICON Information Consultants, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ICON Information Consultants, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD-KEEPER | $285K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | RIA | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2030 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.6M | 10.3% | |
| VANGUARD TARGET RET 2035 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.6M | 10.3% | |
| VANGUARD TARGET RET 2040 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.4M | 10.1% | |
| FIDELITY 500 INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.1M | 9.7% | |
| VANGUARD TARGET RET 2025 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.1M | 9.7% | |
| VANGUARD TARGET RET 2045 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.6M | 8.8% | |
| VANGUARD TARGET RET 2050 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.8M | 6.0% | |
| VANGUARD TARGET RET 2055 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.3M | 5.1% | |
| VANGUARD TARGET RET 2020 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.9M | 4.5% | |
| VANGUARD TARGET RET 2060 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.7M | 4.2% | |
| JP MORGAN LARGE GROWTH R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 3.2% | |
| VANGUARD TARGET RET INCOME FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 3.2% | |
| VANGUARD TARGET RET 2065 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 2.5% | |
| VANGUARD FED MONEY MARKET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 2.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.8% | |
| FIDELITY SM CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 1.6% | |
| FIDELITY US BOND INDEX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $733K | 1.2% | |
| FIDELITY INTERNATIONAL IDX FD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $677K | 1.1% | |
| VANGUARD EQUITY INCOME FD ADM JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $607K | 1.0% | |
| PIMCO INCOME FUND INST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $506K | 0.8% | |
| AMERICAN BALANCED FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $498K | 0.8% | |
| Participant loans through December 2030 | Participant loans | — | — | $448K | 0.7% | |
| THE BOND FUND OF AMERICA R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $370K | 0.6% | |
| T ROWE PRICE OVERSEAS STOCK I JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $320K | 0.5% | |
| VANGUARD TARGET RET 2070 FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $143K | 0.2% | |
| JPMORGAN US GOVT MMKT CAP CL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | THIRD PARTY ADMINISTRATOR | $53K | — |
