How big is ICON Wealth Partners, LLC's plan?

ICON Wealth Partners, LLC's plan reported $1.3M in assets and 22 participants for 2024.

Original filing (PDF)20250923172607NAL0015423410001

ICON Wealth Partners, LLC

Name: ICON Wealth Partners, LLC — ICON Wealth Partners, Form 5500 (2024)
Creator: ICON Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ICON Wealth Partners 401(k) Plan

401(k) retirement plan · ICON Wealth Partners, LLC's ICON Wealth Partners 401(k) Plan held $1.3M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

ICON Wealth Partners, LLC's EIN is 81-3600875.

EIN 81-3600875

Plan number 001

Plan year 2024

ACK ID 20250923172607NAL0015423410001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ICON Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off