# Circor International, INC. 401(k) Plan
Source: https://planprovider.pro/companies/circor-international-inc-401k-plan

> Circor International, INC.&#39;s 401(k) plan: 1,109 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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