Overview

Plan Rating

BrightScope Rating
91
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (5)
Average in Peer Group (79)
Highest in Peer Group (91)

Plan Description

ICR, Inc. Retirement Trust is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 91, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Company Generosity and Participation Rate. ICR, Inc. Retirement Trust currently has over 200 active participants and over $21.3M in plan assets.
Congratulations!
This plan has the highest rating in its peer group.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2019
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 6200 S Main St. Suite 200
  • Location
    Aurora , CO
  • 80016
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Kristine Kalish
  • Net Plan Assets
    $21,300,000
  • Total Participants
    220
  • Avg Account Balance
    $96,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Above Average

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Great
Salary Deferrals:
Average
Account Balance:
Above Average

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

19

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Charles Schwab Target 49%
37%
Schwab Personal Choice Retirement Account 22%
N/A
Schwab S&P 500 Index 10%
7%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Provider

SERVICE PROVIDER
Auditor
Behrens & Banks, P.C.

Articles and Questions

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