ICE Data Indices, LLC
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #5220 of mapped providers
Assets under administration$34.8B0.0%Market share · rank #1435
Fees received$40,128Median $9,806/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ICE Data Indices, LLC plan look like?
Service mix · median fees per plan
Count of plans where ICE Data Indices, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other servicesCode 49 | 2 | $15,161 | |
Other investment fees and expensesCode 72 | 1 | $9,806 |
Competitor overlap
Percent of ICE Data Indices, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ICE Data Indices, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ICE Data Indices, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
FEDEX CORPORATIONTN · 621721435-002 | FactSet Research Systems Inc. | $25.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FEDEX CORPORATIONTN · 621721435-002 | $26.9B | 213,710 | $9,806 | 2y | - |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $23,221 | 6y | - |
EXELON CORPORATIONIL · 232990190-022 | $1.9B | 10,110 | $7,101 | 3y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into ICE Data Indices, LLC.
- CTB&K LLP
- CTC
- ICE DATA INDICES
- ICE DATA INDICES, LLC
- ICE DATA INDICIES LLC
- ICE DATA INDICIES, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ICE Data Indices, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ICE Data Indices, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on ICE Data Indices, LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Baker Donelson Bearman Caldwell | 1 | 33.3% |