Barbara Christensen signed Circuit Check, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Circuit Check, Inc.'s EIN is 41-1334770.
Download the official 2024 Form 5500 (PDF) for Circuit Check, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Circuit Check, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $4.7M | 22.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 9.3% | |
| Fidelity Freedom Index 2040 Instl Prem N/R | Mutual Funds | — | — | $1.5M | 7.2% | |
| Principal Mid Cap R6 N/R | Other securities | — | — | $1.5M | 6.9% | |
| Fidelity Freedom Index 2030 Instl Prem N/R | Mutual Funds | — | — | $1.2M | 5.6% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $1.0M | 4.7% | |
| Harbor Cap Appreciation Inst N/R | Other securities | — | — | $983K | 4.6% | |
| Fidelity Freedom Index 2050 Instl Prem N/R | Mutual Funds | — | — | $957K | 4.5% | |
| Baird Aggregate Bond Inst N/R | Other securities | — | — | $953K | 4.5% | |
| American Funds Am Funds Europacific Gr R6 N/R | Mutual Funds | — | — | $816K | 3.8% | |
| Fidelity Freedom Index 2025 Instl Prem N/R | Mutual Funds | — | — | $673K | 3.2% | |
| Fidelity Freedom Index 2035 Instl Prem N/R | Mutual Funds | — | — | $669K | 3.1% | |
| Allspring Allsprings Special Mid Cap Value R6 N/R | Other securities | — | — | $642K | 3.0% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $573K | 2.7% | |
| Fidelity Freedom Index 2020 Instl Prem N/R | Mutual Funds | — | — | $502K | 2.4% | |
| American Funds American Funds Washington Mutual R6 N/R | Mutual Funds | — | — | $443K | 2.1% | |
| JP Morgan JP Morgan Small Cap Growth R6 N/R | Other securities | — | — | $348K | 1.6% | |
| DFA Emerging Markets I N/R | Mutual Funds | — | — | $292K | 1.4% | |
| Nuveen International Equity Index R6 N/R | Common Collective Trusts | — | — | $290K | 1.4% | |
| Principal Real Estate Securities Fd R-6 N/R | Other securities | — | — | $254K | 1.2% | |
| Fidelity Freedom Index 2055 Instl Prem N/R | Mutual Funds | — | — | $240K | 1.1% | |
| Fidelity Freedom Index 2060 Instl Prem N/R | Mutual Funds | — | — | $187K | 0.9% | |
| Participant Loans Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $176K | 0.8% | |
| Fidelity Freedom Index 2045 Instl Prem N/R | Mutual Funds | — | — | $163K | 0.8% | |
| DFA Inflation Protected Securities N/R | Mutual Funds | — | — | $127K | 0.6% | |
| Principal Small Cap Value II Instl R6 N/R | Other securities | — | — | $101K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GLASTONBURY, CT |
| INVESTMENT ADVISOR |
| $39K |
| — |
