How big is Iconex, LLC's plan?

Iconex, LLC's plan reported $35.5M in assets and 784 participants for 2024.

Original filing (PDF)20251014164133NAL0004553568001

Iconex, LLC

Name: Iconex, LLC — Iconex 401(k) Plan, Form 5500 (2024)
Creator: Iconex, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Iconex 401(k) Plan

401(k) retirement plan · Iconex, LLC's Iconex 401(k) Plan held $35.5M in plan assets for 784 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

784

Accounts w/ balance

893

Plan assets (EOY)

$35.5M

Net assets (EOY)

$35.5M

People on this filing

Kristen Craig signed Iconex, LLC's 2024 Form 5500 as plan administrator.

Kristen Craig — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Iconex, LLC's EIN is 81-0719062.

EIN 81-0719062

Plan number 001

Plan year 2024

ACK ID 20251014164133NAL0004553568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Iconex, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Iconex, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ICONEX, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 9K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ICONEX, LLC

EIN

all filings

Address

3237 SATELLITE BLVD., BLDG. #300 · SUITE 550 · DULUTH, GA · 30096

Phone

(678) 808-5699

Industry

Manufacturing

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Investments

1 pooled fund· $365K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.