Cirkul, Inc.'s EIN is 36-4824944.
Download the official 2024 Form 5500 (PDF) for Cirkul, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cirkul, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHECHTER INVESTMENT ADVISORS, LLC | 46-3874175 | — | NONE | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Market Fund | Mutual Funds | — | — | $3.9M | 52.1% | |
| Fidelity Intl Index Fund | Common Collective Trusts | — | — | $1.2M | 15.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.0M | 13.9% | |
| Standard Stable Asset Fund | Other securities | — | — | $595K | 7.9% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $198K | 2.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $170K | 2.3% | |
| Vanguard Emerging Markets Stock Index Fundb | Common Collective Trusts | — | — | $134K | 1.8% | |
| Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $94K | 1.3% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $66K | 0.9% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $31K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $20K | 0.3% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $16K | 0.2% | |
| Vanguard Mid-Cap Index Fundb | Common Collective Trusts | — | — | $15K | 0.2% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $10K | 0.1% | |
| Participant Loans | Participant loans | — | — | $10K | 0.1% | |
| Vanguard Real Estate Income Fund | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $8K | 0.1% | |
| Dodge & Cox Income Fundb | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Schwab Treasury Inflation Protected Securities Index Fund | U.S. Treasuries | — | — | $632 | <0.1% | |
| Principal Global Real Estate Securities Fund | Other securities | — | — | $15 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
