Plan Snapshot
- Plan Sponsor: Smart Circle International, LLC
- Sponsor EIN: 208341858
- Sponsor Address: 4490 VON KARMAN AVENUE, NEWPORT BEACH, CA, 92660
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 144
- Total Assets: $13.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 144 | $13.1M | $315,310 | $1.2M |
| 2023 | 127 | $10.5M | $255,405 | $987,455 |
| 2022 | 103 | $8.1M | $197,831 | $803,849 |