Plan Snapshot
- Plan Sponsor: Circle Internet Services, INC. Dba Circleci
- Sponsor EIN: 453590683
- Sponsor Address: 2261 MARKET STREET #22561, SAN FRANCISCO, CA, 94114
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $17.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 163 | $17.8M | $0 | $2.4M |
| 2023 | 242 | $15.1M | $0 | $3.2M |
| 2022 | 331 | $11.1M | $0 | $3.7M |
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 |
|---|---|---|---|---|
| AUDIT AND TAX SOLUTIONS CPA'S INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AUDIT AND TAX SOLUTIONS CPA'S INC — 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 | $6,571 | $3,820 | — | — | — |
| 2023 | $10,072 | $2,828 | $3,125 | — | — |
| 2022 | $6,978 | — | — | — | — |