Plan Snapshot
- Plan Sponsor: Circana, LLC
- Sponsor EIN: 362947987
- Sponsor Address: 203 N. LASALLE ST., CHICAGO, IL, 60601
- Plan Type: 401(k)
- Total Participants: 3,660
- Total Assets: $891.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,660 | $891.6M | $10.8M | $40.2M |
| 2023 | 2,392 | $519.6M | $6.2M | $27.5M |
| 2022 | 2,307 | $421.6M | $6.0M | $25.7M |
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 | $93,015 | — | $93,015 |
| FIDUCIENT | CONSULTANT | $76,250 | — | $76,250 |
| GRANT THORNTON LLP | ACCOUNTANT/AUDITOR | $57,060 | — | $57,060 |
| CUTRARA & COMPANY | ACCOUNTANT/AUDITOR | $34,275 | — | $34,275 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GRANT THORNTON LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $260,600
- Estimated Expense Ratio: 0.029% 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 | $261,601 | — | $300 | — | — |
| 2023 | $166,563 | — | $1,800 | — | — |
| 2022 | $208,607 | — | — | — | — |