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Original filing (PDF)20251014121912NAL0003909168001
CIRCLE COMPUTER RESOURCES, INC.
Form 5500
FILING_RECEIVED
CIRCLE COMPUTER RESOURCES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
149
Accounts w/ balance
138
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
How this plan invests
This plan
27 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIRCLE COMPUTER RESOURCES, INC..
Plan sponsor
Name
CIRCLE COMPUTER RESOURCES, INC.
EIN
42-1404024
Address
845 CAPITAL DRIVE SW · CEDAR RAPIDS, IA · 52402
Phone
(319) 362-2384
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORGE FINANCIAL AND MANAGEMENT CONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISOR | $23K | — |
Investments
27 pooled funds· $6.4M(96% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | $1.4M | 21.3% |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | $1.1M | 17.1% |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | $956K | 14.3% |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | $372K | 5.6% |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | $364K | 5.5% |
| TRANSAMERICA PARTNERS STCK IDX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | $339K | 5.1% |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | $303K | 4.5% |
| TRANSAMERICA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 189 | Pooled Separate Account | $239K | 3.6% |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | $188K | 2.8% |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | $156K | 2.3% |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | $140K | 2.1% |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | $135K | 2.0% |
| TRANSAMERICARETONTRK 2065 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 444 | Pooled Separate Account | $123K | 1.8% |
| JPMORGAN U.S. SM COMP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 884 | Pooled Separate Account | $75K | 1.1% |
| AMERICAN CENTURY INFL ADJ BD RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 097 | Pooled Separate Account | $72K | 1.1% |
| MFS VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 904 | Pooled Separate Account | $65K | 1.0% |
| BLACKROCK MID-CAP GRWTH EQ RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | $63K | 1.0% |
| TRANSAMERICA BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | $55K | 0.8% |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | $52K | 0.8% |
| MFS GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 404 | Pooled Separate Account | $46K | 0.7% |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | $44K | 0.7% |
| MFS MID CAP VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 911 | Pooled Separate Account | $36K | 0.5% |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | $19K | 0.3% |
| MFS GLOBAL REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 403 | Pooled Separate Account | $9K | 0.1% |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | $1K | <0.1% |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | $1K | <0.1% |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | $623 | <0.1% |
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