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Department of Labor filing

INDUSTRIAL AND COMMERCIAL BANK O

INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLC · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

58filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$18,553

Reported employer contributions per active participant.

Higher than about 77% of comparable plans
#People in the filing
87

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$581 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 11% of comparable plans
↗Investment performance
Not available

Plan assets changed 4.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202458out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions77th percentileTypical peer $7,742 · based on 71 comparable plans
Lower reported administrative expense11th percentileTypical peer $160 · based on 71 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, INDUSTRIAL AND COMMERCIAL BANK O reported $1,614,111 in employer contributions across the plan and 87 active participants. That works out to $18,553 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 1.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 6.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context58/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,614,111
Participant contributions
$1,607,748
Other contributions
$6,821
Employer share of reported contributions
50.1%
Beginning assets
$29,731,341
Ending assets
$30,955,520
Ending net assets
$30,955,520
Ending liabilities
$0
Total income
$6,993,398
Total expenses
$5,769,219
Administrative expenses
$81,375
Participant loans
$205,567

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$18,786
2023
$19,132
2024
$18,553
Plan-paid administrative expenses per participant
2022
$544
2023
$557
2024
$581
Active participants
2022
92
2023
89
2024
87
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$18,5538731M20251015170452NAL0010459618001
2023$19,1328929.7M20241011112625NAL0010863603001
2022$18,7869225.4M20231012120358NAL0031800273001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.7%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
300234854-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2011
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DWS DISTRIBUTORS, INC.2024Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2024Not reportedunknown
FEDERATED SECURITIES CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
NYLIFE DISTRIBUTORS, LLC2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
VANGUARD2024Not reportedunknown
VICTORY CAPITAL MANAGEMENT2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251015170452NAL0010459618001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗