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Original filing (PDF)20251007114544NAL0011419362001
CIRCLE 9 RESOURCES LLC
Form 5500
FILING_RECEIVED
CIRCLE 9 RESOURCES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
128
Accounts w/ balance
180
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (32 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIRCLE 9 RESOURCES LLC.
Plan sponsor
Name
CIRCLE 9 RESOURCES LLC
EIN
46-2456054
Address
1101 N BROADWAY AVE · SUITE 300 · OKLAHOMA CITY, OK · 73103
Phone
(405) 529-6577
Industry
Mining, Quarrying, Oil & Gassee 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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WILSEY MEYER EATMON TATE PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $24K | — |
Investments
27 direct securities · 1 pooled fund· $14.6M(100% 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.
Uncategorized
$7.3M
27 holdings
Pooled Separate Account
$7.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $7.2M | 98.6% | |
| VANGUARD TRGT RETIREMENT 2045 Pooled separate account N/A | — | — | — | $1.3M | 18.0% | |
| VANGUARD TRGT RETIREMENT 2050 Pooled separate account N/A | — | — | — | $1.3M | 17.3% | |
| VANGUARD TRGT RETIREMENT 2060 Pooled separate account N/A | — | — | — | $674K | 9.2% | |
| STATE STREET EQ 500 INDEX A Pooled separate account N/A | — | — | — | $651K | 8.9% | |
| VANGUARD TRGT RETIREMENT 2040 Pooled separate account N/A | — | — | — | $621K | 8.5% | |
| VANGUARD TRGT RETIREMENT 2055 Pooled separate account N/A | — | — | — | $550K | 7.5% | |
| VANGUARD TRGT RETIREMENT 2035 Pooled separate account N/A | — | — | — | $458K | 6.2% | |
| JPMORGAN LARGE CAP GROWTH Pooled separate account N/A | — | — | — | $379K | 5.2% | |
| VANGUARD TRGT RETIREMENT 2020 Pooled separate account N/A | — | — | — | $285K | 3.9% | |
| VANGUARD MID CAPINDEX ADMIRAL INDEX ADMIRAL Pooled separate account N/A | — | — | — | $173K | 2.4% | |
| VANGUARD TRGT RETIREMENT 2025 Pooled separate account N/A | — | — | — | $172K | 2.3% | |
| VANGUARD TRGT RETIREMENT 2065 Pooled separate account N/A | — | — | — | $158K | 2.2% | |
| VANGUARD TRGT RETIREMENT 2030 Pooled separate account N/A | — | — | — | $154K | 2.1% | |
| Maturing 2025-2029 with interest rates * Participant Loans at 5.25%-10.5% | — | — | — | $105K | 1.4% | |
| PUTNAM LARGE CAP VALUE Y Pooled separate account N/A | — | — | — | $55K | 0.7% | |
| ISHARES MSCI EAFE INTL IDX INS Pooled separate account N/A | — | — | — | $54K | 0.7% | |
| VANGUARD SM-CAP VAL IND ADM Pooled separate account N/A | — | — | — | $45K | 0.6% | |
| VANGUARD SMALL-CAP IDX ADM Pooled separate account N/A | — | — | — | $43K | 0.6% | |
| MFS INTL INTRINSIC VAL R3 Pooled separate account N/A | — | — | — | $43K | 0.6% | |
| PRINCIPAL REAL ESTATE SEC A Pooled separate account N/A | — | — | — | $24K | 0.3% | |
| LORD ABBETT HIGHYIELD R6 Pooled separate account N/A 34 * VANGUARD TARGET RETIRE 2070 Pooled separate account N/A | — | — | — | $23K | 0.3% | |
| VANGUARD TRGT RETIREMENT INCM Pooled separate account N/A | — | — | — | $21K | 0.3% | |
| BLACKROCK TOTAL RETURN INSTL Pooled separate account N/A | — | — | — | $19K | 0.3% | |
| RTC METLIFE SERIES 25053 CL 0 Pooled separate account N/A 2 * AMERICAN CENTURY EMRG MKT R6 Pooled separate account N/A | — | — | — | $15K | 0.2% | |
| VANGUARD EXPLORER ADM Pooled separate account N/A | — | — | — | $15K | 0.2% | |
| GOLDMAN SACHS INFPROT SEC INV Pooled separate account N/A | — | — | — | $13K | 0.2% | |
| CARILLON EAGLE MID CAP GRO I Pooled separate account N/A | — | — | — | $2K | <0.1% |
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