Plan Snapshot
- Plan Sponsor: Circulo Health Services INC
- Sponsor EIN: 871394524
- Sponsor Address: 300 2ND AVE, GALLIPOLIS, OH, 456311163
- Plan Type: 401(k)
- Total Participants: 209
- Total Assets: $479,219
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 | 209 | $479,219 | $95,965 | $120,262 |
| 2023 | 228 | $471,083 | $150,343 | $175,936 |
| 2022 | 682 | $283,854 | $150,838 | $157,544 |
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 |
|---|---|---|---|---|
| PAYCHEX, INC. | Recordkeeper | $27,376 | — | $27,376 |
| ERISA FIDUCIARY SERVICES, INC. | Recordkeeper | $5,600 | — | $5,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,976
- Estimated Expense Ratio: 6.881% 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 | $33,811 | $235 | $32,716 | — | — |
| 2023 | $2,434 | $6 | $2,141 | — | — |
| 2022 | — | — | — | — | — |