Plan Snapshot
- Plan Sponsor: Circle Graphics INC.
- Sponsor EIN: 203076268
- Sponsor Address: 120 9TH AVE, LONGMONT, CO, 80501
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 988 | $25.7M | $655,712 | $2.2M |
| 2023 | 1,124 | $23.2M | $628,732 | $2.0M |
| 2022 | 996 | $12.8M | $559,091 | $2.1M |
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 |
|---|---|---|---|---|
| BROCK AND COMPANY CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROCK AND COMPANY CPAS P.C. — 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 |
|---|---|---|---|---|---|
| 2025 | $19,468 | $455 | $8,657 | — | — |
| 2024 | $217,329 | $58,794 | $48,272 | — | — |
| 2023 | $50,408 | — | $50,408 | — | — |
| 2022 | $11,290 | — | $11,290 | — | — |