DOL Form 5500 · 2024 Plan Year

ICONIQ CAPITAL, LLC

ICONIQ CAPITAL 401(K) PLAN

Defined ContributionCA
$85.6M
Plan Assets
634
Participants
2024
Plan Year
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Plan Details

Plan Name
ICONIQ CAPITAL 401(K) PLAN
Sponsor
ICONIQ CAPITAL, LLC
Sponsor EIN
453711766
Plan Number
001
Location
SAN FRANCISCO, CA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$85.6M
Participants
634
Filing Received
September 30, 2025
Plan Year
2024

About this Plan

ICONIQ CAPITAL 401(K) PLAN is a defined contribution retirement plan sponsored by ICONIQ CAPITAL, LLC, headquartered in SAN FRANCISCO, CA, holding approximately $85.6M in plan assets on behalf of 634 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).