Plan Snapshot
- Plan Sponsor: Cirque Du Soleil Holding Usa Newco INC.
- Sponsor EIN: 833191818
- Plan Type: 401(k)
- Total Participants: 1,992
- Total Assets: $117.0M
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 | 1,992 | $117.0M | $4.5M | $7.9M |
| 2023 | 1,945 | $98.4M | $4.2M | $7.2M |
| 2022 | 2,249 | $76.4M | $3.4M | $5.8M |
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 | $138,814 | — | $138,814 |
| ALLIANT RETIREMENT SERVICES | ADVISOR | $45,000 | — | $45,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $33,981 | — | $33,981 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $217,795
- Estimated Expense Ratio: 0.186% 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 | $217,795 | $78,981 | $1,200 | — | — |
| 2023 | $173,241 | $69,558 | — | — | — |
| 2022 | $168,913 | $19,757 | — | — | — |