# Circle The City 401(k) Plan
Source: https://planprovider.pro/companies/circle-the-city-401k-plan

> Circle The City's 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fester-and-chapman-pllc) — 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|—|—|—|—|

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