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Original filing (PDF)20251014192113NAL0007240178001
ICR, LLC
Form 5500
FILING_RECEIVED
ICR, LLC 401(K) PLAN
401(k) retirement plan
Active participants
343
Accounts w/ balance
484
Plan assets (EOY)
$60.5M
Net assets (EOY)
$60.5M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ICR, LLC.
Plan sponsor
Name
ICR, LLC
EIN
82-4821990
Address
761 MAIN AVENUE · NORWALK, CT · 06851
Phone
(203) 682-8238
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
2025-10-14
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $66K | — |
Investments
31 direct securities· $60.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Par, or Maturity Value Cost** Value Vanguard Growth Index Adm Mutual Fund | — | — | — | $8.6M | 14.2% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $5.6M | 9.2% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $4.5M | 7.5% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $3.6M | 5.9% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $3.6M | 5.9% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $3.2M | 5.2% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $2.9M | 4.8% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $2.5M | 4.1% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $2.4M | 4.0% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $2.0M | 3.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.9M | 3.2% | |
| PIMCO Income Instl Mutual Fund | — | — | — | $1.9M | 3.1% | |
| Vanguard Mid Cap Index Fund - Admiral Mutual Fund | — | — | — | $1.8M | 3.0% | |
| American Funds EuroPacific Gr R6 Mutual Fund | — | — | — | $1.8M | 2.9% | |
| Key Guaranteed Portfolio Fund Fixed Income Fund | — | — | — | $1.5M | 2.5% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $1.4M | 2.4% | |
| T. Rowe Price Mid Cap Growth Mutual Fund | — | — | — | $1.3M | 2.2% | |
| T. Rowe Price New Horizon Mutual Fund | — | — | — | $1.3M | 2.2% | |
| TCW MetWest Total Return Bond I Mutual Fund | — | — | — | $1.2M | 1.9% | |
| JHancock Disciplined Value Mid Cap R6 Mutual Fund | — | — | — | $1.1M | 1.9% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $1.1M | 1.8% | |
| DFA US Targeted Value I Mutual Fund | — | — | — | $1.1M | 1.8% | |
| T. Rowe Price Dividend Growth Mutual Fund | — | — | — | $861K | 1.4% | |
| American Funds New World R6 Mutual Fund | — | — | — | $635K | 1.1% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $615K | 1.0% | |
| Lord Abbett Short Duration Income I Mutual Fund | — | — | — | $504K | 0.8% | |
| American Funds SMALLCAP World R6 Mutual Fund | — | — | — | $436K | 0.7% | |
| Participant Loans Interest Rates at 3.25% to 8.50% | — | — | — | $306K | 0.5% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $288K | 0.5% | |
| Vanguard Target Retirement 2070 Inv Mutual Fund | — | — | — | $127K | 0.2% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $19K | <0.1% |
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