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)
- 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 |
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 |
|---|---|---|---|---|
| FRANK RIMERMAN CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANK RIMERMAN CO, LLP — 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 | $352,895 | — | $39,115 | — | — |
| 2023 | $561,446 | — | $31,916 | — | — |
| 2022 | $35,777 | — | — | — | — |