Circor International, Inc. 401(k) Savings Plan
Sponsored by Circor International, Inc. · EIN 043477276 · Plan #004
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 1,109
- With balances
- 1,846
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $131,842 |
| Sageview Advisory Group | Investment advisory (participants) | $68,693 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $52,940 |
| Baker Tilly Us, Llp | Accounting | $28,875 |