AUMdb

Circulo Health Services Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Circulo Health Services Inc · EIN 871394524 · Plan #001

Total assets
$479K
Net assets
$479K
Active participants
209
With balances
178

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Paychex, Inc. Recordkeeping $27,376
Erisa Fiduciary Services, Inc. Contract administrator $5,600