Plan Snapshot
- Plan Sponsor: Circle Internet Financial, LLC
- Sponsor EIN: 463394676
- Sponsor Address: 99 HIGH STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 674
- Total Assets: $71.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 674 | $71.3M | $5.7M | $11.2M |
| 2023 | 650 | $47.4M | $5.4M | $10.4M |
| 2022 | 682 | $24.7M | $3.8M | $7.2M |
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 |
|---|---|---|---|---|
| WOLF & COMPANY | 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 | $23,960 | $6,011 | — | — | — |
| 2023 | $50,649 | $2,660 | — | — | — |
| 2022 | $2,311 | — | — | — | — |