Plan Snapshot
- Plan Sponsor: Circor International, INC.
- Sponsor EIN: 043477276
- Sponsor Address: 30 CORPORATE DRIVE, BURLINGTON, MA, 01803
- Plan Type: 401(k)
- Total Participants: 1,109
- Total Assets: $178.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,109 | $178.8M | $4.5M | $10.9M |
| 2023 | 1,254 | $166.8M | $4.4M | $10.3M |
| 2022 | 1,200 | $142.4M | $4.1M | $9.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $131,842 | — | $131,842 |
| SAGEVIEW ADVISORY GROUP | INVESTMENT ADVISOR | $68,693 | — | $68,693 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $52,940 | — | $52,940 |
| BAKER TILLY US, LLP | ACCOUNTANT/AUDITOR | $28,875 | — | $28,875 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP — INVESTMENT ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $282,350
- Estimated Expense Ratio: 0.158% of plan assets
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 | $282,349 | $121,633 | $300 | $28,875 | — |
| 2023 | $222,556 | $51,843 | $2,400 | $27,500 | — |
| 2022 | $338,764 | $41,625 | — | — | — |