Plan Snapshot
- Plan Sponsor: Circle Computer Resources, INC.
- Sponsor EIN: 421404024
- Sponsor Address: 845 CAPITAL DRIVE SW, CEDAR RAPIDS, IA, 52402
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $6.7M
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 | 149 | $6.7M | $587,956 | $754,362 |
| 2023 | 150 | $5.3M | $512,994 | $652,170 |
| 2022 | 132 | $3.7M | $304,460 | $522,899 |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL AND MANAGEMENT CONS | 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 | $35,562 | $23,415 | — | — | — |
| 2023 | $16,933 | — | — | — | — |
| 2022 | $15,786 | — | — | — | $15,786 |