# Smart Circle International, LLC 401(k) Plan
Source: https://planprovider.pro/companies/smart-circle-international-llc-plan

> Smart Circle International, LLC's 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/frank-rimerman-and-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|—|—|—|—|

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