Iconiq Capital, LLC401(k)
ICONIQ CAPITAL 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024
Iconiq Capital, LLC's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $85,597,871 across 655 participant accounts, with employer contributions averaging $8,986 per active participant. See methodology for what Form 5500 does and doesn't capture.
Across the 1 year on file its reported administrative ratio fell from 0.054% to 0.045%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,150th-largest of 9,483 plans among California employers on file, and the 1,123rd of 4,798 in finance & insurance. In 2024, employees put in $2.14 for every $1.00 the employer contributed.
Iconiq Capital, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 453711766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.