Kyle Murray signed Icario, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Icario, Inc.'s EIN is 85-3192831.
Download the official 2024 Form 5500 (PDF) for Icario, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Icario, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHRISTENSEN GROUP FINANCIAL LLC | 87-4130828 | — | ADVISOR | $46K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2055 Fund | Other securities | — | — | $3.0M | 14.9% | |
| BlackRock LifePath Index 2050 Fund | Other securities | — | — | $2.8M | 13.7% | |
| BlackRock LifePath Index 2045 Fund | Other securities | — | — | $2.5M | 12.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.8M | 9.0% | |
| BlackRock LifePath Index 2035 Fund | Other securities | — | — | $1.5M | 7.5% | |
| BlackRock LifePath Index 2040 Fund | Other securities | — | — | $1.2M | 5.8% | |
| BlackRock LifePath Index 2060 Fund | Other securities | — | — | $1.1M | 5.5% | |
| s - AB Large Cap Growth Fund Class Z | Mutual Funds | — | — | $983K | 4.8% | |
| BlackRock LifePath Index 2030 Fund | Other securities | — | — | $785K | 3.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $668K | 3.3% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $607K | 3.0% | |
| Neuberger Berman Sustainable Equity R6 Fund | Other securities | — | — | $574K | 2.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $434K | 2.1% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $403K | 2.0% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $356K | 1.7% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $329K | 1.6% | |
| American Funds Washington Mutual | Mutual Funds | — | — | $253K | 1.2% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $189K | 0.9% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $184K | 0.9% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $134K | 0.7% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $120K | 0.6% | |
| DFA U.S. Targeted Value Portfolio | Mutual Funds | — | — | $114K | 0.6% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $92K | 0.4% | |
| Great Gray Trust MetLife Stable Value Solutions Fund II | Stable Value | — | — | $79K | 0.4% | |
| GG METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $79K | 0.4% | |
| (Participant Loans) with various maturity dates through December 2029 -0- | Participant loans | — | — | $71K | 0.3% | |
| PGIM Global Total Return Bond | Other securities | — | — | $45K | 0.2% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $23K | 0.1% | |
| Janus Henderson Balance Fund Class N | Mutual Funds | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $11K |
| — |
