Circle 9 Resources LLC's EIN is 46-2456054.
Download the official 2024 Form 5500 (PDF) for Circle 9 Resources LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Circle 9 Resources LLC'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 | $24K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Pooled Separate Accounts | — | — | $1.3M | 18.0% | |
| VANGUARD TRGT RETIREMENT 2050 Pooled separate account N/A | Pooled Separate Accounts | — | — | $1.3M | 17.3% | |
| VANGUARD TRGT RETIREMENT 2060 Pooled separate account N/A | Pooled Separate Accounts | — | — | $674K | 9.2% | |
| STATE STREET EQ 500 INDEX A Pooled separate account N/A | Pooled Separate Accounts | — | — | $651K | 8.9% | |
| VANGUARD TRGT RETIREMENT 2040 Pooled separate account N/A | Pooled Separate Accounts | — | — | $621K | 8.5% | |
| VANGUARD TRGT RETIREMENT 2055 Pooled separate account N/A | Pooled Separate Accounts | — | — | $550K | 7.5% | |
| VANGUARD TRGT RETIREMENT 2035 Pooled separate account N/A | Pooled Separate Accounts | — | — | $458K | 6.2% | |
| JPMORGAN LARGE CAP GROWTH Pooled separate account N/A | Pooled Separate Accounts | — | — | $379K | 5.2% | |
| VANGUARD TRGT RETIREMENT 2020 Pooled separate account N/A | Pooled Separate Accounts | — | — | $285K | 3.9% | |
| VANGUARD MID CAPINDEX ADMIRAL INDEX ADMIRAL Pooled separate account N/A | Pooled Separate Accounts | — | — | $173K | 2.4% | |
| VANGUARD TRGT RETIREMENT 2025 Pooled separate account N/A | Pooled Separate Accounts | — | — | $172K | 2.3% | |
| VANGUARD TRGT RETIREMENT 2065 Pooled separate account N/A | Pooled Separate Accounts | — | — | $158K | 2.2% | |
| VANGUARD TRGT RETIREMENT 2030 Pooled separate account N/A | Pooled Separate Accounts | — | — | $154K | 2.1% | |
| Maturing 2025-2029 with interest rates * Participant Loans at 5.25%-10.5% | Bonds / Notes | — | — | $105K | 1.4% | |
| PUTNAM LARGE CAP VALUE Y Pooled separate account N/A | Pooled Separate Accounts | — | — | $55K | 0.7% | |
| ISHARES MSCI EAFE INTL IDX INS Pooled separate account N/A | Pooled Separate Accounts | — | — | $54K | 0.7% | |
| VANGUARD SM-CAP VAL IND ADM Pooled separate account N/A | Pooled Separate Accounts | — | — | $45K | 0.6% | |
| VANGUARD SMALL-CAP IDX ADM Pooled separate account N/A | Pooled Separate Accounts | — | — | $43K | 0.6% | |
| MFS INTL INTRINSIC VAL R3 Pooled separate account N/A | Pooled Separate Accounts | — | — | $43K | 0.6% | |
| PRINCIPAL REAL ESTATE SEC A Pooled separate account N/A | Pooled Separate Accounts | — | — | $24K | 0.3% | |
| LORD ABBETT HIGHYIELD R6 Pooled separate account N/A 34 * VANGUARD TARGET RETIRE 2070 Pooled separate account N/A | Pooled Separate Accounts | — | — | $23K | 0.3% | |
| VANGUARD TRGT RETIREMENT INCM Pooled separate account N/A | Pooled Separate Accounts | — | — | $21K | 0.3% | |
| BLACKROCK TOTAL RETURN INSTL Pooled separate account N/A | Pooled Separate Accounts | — | — | $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 | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| VANGUARD EXPLORER ADM Pooled separate account N/A | Pooled Separate Accounts | — | — | $15K | 0.2% | |
| GOLDMAN SACHS INFPROT SEC INV Pooled separate account N/A | Pooled Separate Accounts | — | — | $13K | 0.2% | |
| CARILLON EAGLE MID CAP GRO I Pooled separate account N/A | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
