Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ICEBERG FINANCIAL, LLC
EIN 45-1056697Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$387K assets
Welfare
0
Participants
5
9765 RANDALL DR., SUITE A - CARMEL, IN 46280317-828-6207
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $387K assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ICEBERG FINANCIAL, LLC CASH BALANCE PLAN
CashBalance
Assets$268K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ICEBERG FINANCIAL, LLC 401(K) PLAN
401k
Assets$119K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ICEBERG FINANCIAL, LLC CASH BALANCE PLAN | CashBalance | $268K | 2 | 2025 | |
| 001 | ICEBERG FINANCIAL, LLC 401(K) PLAN | 401k | $119K | 3 | 2025 |
Retirement plans