Plan Snapshot
- Plan Sponsor: 2 Circle Incorporated
- Sponsor EIN: 453989137
- Sponsor Address: 1400 NORTH 14TH STREET N STE 1, ARLINGTON, VA, 222093662
- Plan Type: 401(k)
- Total Participants: 222
- Total Assets: $29.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 222 | $29.3M | $2.7M | $3.0M |
| 2023 | 196 | $21.5M | $2.2M | $2.6M |
| 2022 | 157 | $14.3M | $1.7M | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $102,059 | — | $102,059 | — | — |
| 2023 | $74,224 | — | $74,224 | — | — |
| 2022 | $56,408 | — | $56,408 | — | — |