Circle K Retirement Plan
Sponsored by The Circle K Retirement Plan · EIN 741149540 · Plan #001
- Total assets
- $506M
- Net assets
- $506M
- Active participants
- 73,210
- With balances
- 10,121
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Institutional Plan Services | Participant loan processing, Account maintenance fees, Other fees | $505,590 |
| Voya Retirement Advisors | Investment advisory (participants) | $384,362 |
| Captrust Financial Advisors | Investment advisory (plan) | $86,238 |