Plan Ledger DOL Form 5500 · updated monthly

Circle Logistics, Inc.401(k)

CIRCLE LOGISTICS, INC. 401(K) PLAN · FORT WAYNE, IN · plan year 2022

Reported admin expense ratio · 2022
2.03%

Circle Logistics, Inc. reported $9,609 in plan administrative expenses for 2022: 2.03% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (1,529th of 1,562), and 2,439th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$464,916
Participants with balances42
Active participants533
Employer contributions—
Employee contributions$169,445
Employer contribution per active participant—
Average account balance$11,069
Benefits paid to participants$51,007
Plan auditUnmodified (clean) audit opinion
AuditorDULIN, WARD & DEWALD, INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,609
Total administrative$9,609
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$9,609 · 2.03%
Same employer
Similar plansTransportation & Warehousing · Indiana
Summitt Trucking, LLC IN$1.4M · 1.09%
Kaser Fleet, LLC IN$1.2M · 0.03%
Amax Mobility LLC IN$556K · 0.25%
Crucial Mile Logitics LLC IN$462K · 0.49%
Key Remnant Delivery Inc IN$420K · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453296211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.