Plan Snapshot
- Plan Sponsor: Circle The City
- Sponsor EIN: 262420730
- Sponsor Address: 300 W CLARENDON AVE STE 200, PHOENIX, AZ, 850133422
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 263 | $6.8M | $416,646 | $1.0M |
| 2023 | 253 | $5.3M | $374,145 | $953,855 |
| 2022 | 201 | $3.7M | $312,968 | $792,705 |
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 |
|---|---|---|---|---|
| FESTER & CHAPMAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FESTER & CHAPMAN — 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 | $3,434 | — | — | — | — |
| 2023 | $2,129 | — | — | — | — |
| 2022 | $1,795 | — | — | — | — |