Plan Snapshot
- Plan Sponsor: Cirkul, INC.
- Sponsor EIN: 364824944
- Sponsor Address: 3620 QUEEN PALM DRIVE, TAMPA, FL, 33619
- Plan Type: 401(k)
- Total Participants: 990
- Total Assets: $7.5M
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 | 990 | $7.5M | $1.1M | $2.0M |
| 2023 | 954 | $3.6M | $805,448 | $1.4M |
| 2022 | 474 | $1.1M | $316,353 | $593,896 |
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 |
|---|---|---|---|---|
| HALLOWELL 401(K) ASSURANCE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HALLOWELL 401(K) ASSURANCE, LLC — 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 | $44,221 | $11,193 | $33,028 | — | — |
| 2023 | $8,758 | — | $8,758 | — | — |
| 2022 | $3,009 | $3,009 | — | — | — |