# Circana, LLC 401(k) Plan
Source: https://planprovider.pro/companies/information-resources-inc-401k-plan

> Circana, LLC's 401(k) plan: 3,660 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|—|—|—|—|

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