JEN Humphrey signed Circle Graphics Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Circle Graphics Inc.'s EIN is 20-3076268.
Download the official 2024 Form 5500 (PDF) for Circle Graphics Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Circle Graphics Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $270K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $892 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifcyc Ind 2045 Fd R6 | Mutual Funds | — | — | $3.0M | 11.8% | |
| Nuveen Lifcyc Ind 2035 Fd R6 | Mutual Funds | — | — | $2.7M | 10.5% | |
| Nuveen Lifcyc Ind 2030 Fd R6 | Mutual Funds | — | — | $2.5M | 9.9% | |
| Nuveen Lifcyc Ind 2050 Fd R6 | Mutual Funds | — | — | $2.5M | 9.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.5M | 9.7% | |
| Nuveen Lifcyc Ind 2040 Fd R6 | Mutual Funds | — | — | $2.2M | 8.5% | |
| AllianceBernstein AB Large Cap Grw Fnd Z | Other securities | — | — | $1.9M | 7.3% | |
| Nuveen Lifcyc Ind 2055 Fd R6 | Mutual Funds | — | — | $1.6M | 6.4% | |
| Nuveen Lifcyc Ind 2025 Fd R6 | Mutual Funds | — | — | $1.6M | 6.3% | |
| Nuveen Lifcyc Ind 2065 Fd R6 | Mutual Funds | — | — | $680K | 2.6% | |
| Dodge & Cox Dodge & Cox Income Fd I | Mutual Funds | — | — | $520K | 2.0% | |
| Nuveen Lifcyc Ind 2060 Fd R6 | Mutual Funds | — | — | $484K | 1.9% | |
| VRIAC Voya Fixed Account, 1.50% | Bonds / Notes | — | — | $459K | 1.8% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $383K | 1.5% | |
| BlackRock Mid-Cap Grw Eq Por K | Other securities | — | — | $381K | 1.5% | |
| Fidelity Intl Index Fnd | Mutual Funds | — | — | $370K | 1.4% | |
| LOAN FUND Participant Loans - Rates 8.75% to 9.50% | Bonds / Notes | — | — | $296K | 1.2% | |
| various maturity dates) | Other securities | — | — | $296K | 1.2% | |
| Invesco Inv Discovery Fd Y | Mutual Funds | — | — | $252K | 1.0% | |
| Nuveen Lifcyc Ind 2020 Fd R6 | Mutual Funds | — | — | $242K | 0.9% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $241K | 0.9% | |
| American Funds American Funds Am Balanced R6 | Mutual Funds | — | — | $205K | 0.8% | |
| MFS Intl Diversification Fd | Mutual Funds | — | — | $159K | 0.6% | |
| Putnam Lrg Cp Val Fd - Cl R6 | Mutual Funds | — | — | $117K | 0.5% | |
| Invesco Small Cap Value Fd R6 | Mutual Funds | — | — | $113K | 0.4% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $79K | 0.3% | |
| Cohen & Steers Cohen&Steers Inst Rl Shares | Other securities | — | — | $55K | 0.2% | |
| Nuveen Lifcyc Ind 2015 Fd R6 | Mutual Funds | — | — | $46K | 0.2% | |
| Voya Gvt Mny Mkt Fd A (Hold Acct) | Other securities | — | — | $39K | 0.2% | |
| Nuveen Lifcyc Ind 2010 Fd R6 | Mutual Funds | — | — | $23K | <0.1% | |
| Nuveen Lifcyc Ind Rt In Fd R6 | Mutual Funds | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
