Plan Snapshot
- Plan Sponsor: Circle 9 Resources LLC
- Sponsor EIN: 462456054
- Sponsor Address: 1101 N BROADWAY AVE, OKLAHOMA CITY, OK, 73103
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 128 | $7.3M | $543,646 | $921,195 |
| 2023 | 0 | $6.3M | $633,715 | $1.2M |
| 2022 | 257 | $3.8M | $513,067 | $923,048 |
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 |
|---|---|---|---|---|
| WILSEY MEYER EATMON TATE PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILSEY MEYER EATMON TATE PLLC — Auditor
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 | $4,500 | — | $4,500 | — | — |
| 2023 | $3,045 | — | $3,045 | — | — |
| 2022 | $12,474 | — | $12,474 | — | — |