# The Circle K Retirement Plan 401(k) Plan
Source: https://planprovider.pro/companies/the-circle-k-retirement-plan-401k-plan

> The Circle K Retirement Plan's 401(k) plan: 73,210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VOYA INSTITUTIONAL PLAN SERVICES|RECORDKEEPING|$505,590|—|$505,590|

| VOYA RETIREMENT ADVISORS|INVEST ADVISOR|$384,362|—|$384,362|

| CAPTRUST FINANCIAL ADVISORS|CONSULTANT|$86,238|—|$86,238|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VOYA RETIREMENT ADVISORS](https://planprovider.pro/provider/voya-financial) — INVEST ADVISOR

- [CAPTRUST FINANCIAL ADVISORS](https://planprovider.pro/provider/captrust) — CONSULTANT

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $976,190

- **Estimated Expense Ratio:** 0.193% 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|$1,153,497|$470,600|$622,280|—|—|

| 2023|$1,057,886|$381,892|$618,916|—|—|

| 2022|$954,042|—|—|—|—|

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