# Circle M Contractors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/circle-m-contractors-inc-401k-plan

> Circle M Contractors, INC.'s 401(k) plan: 1,170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Circle M Contractors, INC.

- **Sponsor EIN:** 273664871

- **Sponsor Address:** 29712 AVENIDA DE LAS BANDERAS, RANCHO SANTA MARGARITA, CA, 92688

- **Plan Type:** 401(k)

- **Total Participants:** 1,170

- **Total Assets:** $3.5M

## 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|1,170|$3.5M|$0|$426,858|

| 2023|48|$3.7M|$0|$372,484|

| 2022|1,842|$3.3M|$0|$397,982|

## 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|

| WINDES INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WINDES INC](https://planprovider.pro/provider/windes-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|$906,795|—|$20,071|—|—|

| 2023|—|—|—|—|—|

| 2022|$32,626|$15,872|$14,138|—|—|

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