Plan Snapshot
- Plan Sponsor: The Circle K Retirement Plan
- Sponsor EIN: 741149540
- Sponsor Address: 1130 W WARNER RD, TEMPE, AZ, 852842816
- Plan Type: 401(k)
- Total Participants: 73,210
- Total Assets: $505.9M
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 | 73,210 | $505.9M | $7.7M | $26.7M |
| 2023 | 68,953 | $478.8M | $7.3M | $25.4M |
| 2022 | 62,049 | $432.4M | $6.9M | $24.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $1,153,497 | $470,600 | $622,280 | — | — |
| 2023 | $1,057,886 | $381,892 | $618,916 | — | — |
| 2022 | $954,042 | — | — | — | — |