Plan Ledger DOL Form 5500 · updated monthly

Circulo Inc401(k)

CIRCULO INC 401(K) PROFIT SHARING PLAN & TRUST · COLUMBUS, OH · plan year 2023

Reported admin expense ratio · 2023
0.19%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Circulo Inc reported $3,560 in plan administrative expenses for 2023: 0.19% of average plan assets, below the peer median. Employer contributions averaged $15,124 per active participant. 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 $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (3,119th of 3,295), and 11,150th of 11,654 in professional & technical services. In 2023, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,276,845
Participants with balances84
Active participants3
Employer contributions$45,372
Employee contributions$117,476
Employer contribution per active participant$15,124
Average account balance$15,201
Benefits paid to participants$1,700,469
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA, PC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,560
Total administrative$3,560
The Circulo Inc 401(k) match · 2023
Employer contribution per active participant$15,124
Median for plans this size$1,308

Circulo Inc's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2023$3,560 · 0.19%
Similar plansProfessional & Technical Services · Ohio
Agility Partners, LLC OH$1.6M · 0.58%
United Software Group Inc OH$1.4M · 0.56%
U.S.Tank Alliance, Inc. OH$1.1M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 853942255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.