Avery Aiken signed Circle Internet Financial, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Circle Internet Financial, LLC's EIN is 46-3394676.
Download the official 2024 Form 5500 (PDF) for Circle Internet Financial, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Circle Internet Financial, LLC's plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID 500 INDEX | Common Collective Trusts | — | — | $13.7M | 19.3% | |
| American Funds AF TRGT DATE 2055 R6 | Mutual Funds | — | — | $8.9M | 12.5% | |
| American Funds AF TRGT DATE 2050 R6 | Mutual Funds | — | — | $8.1M | 11.3% | |
| American Funds AF TRGT DATE 2060 R6 | Mutual Funds | — | — | $5.7M | 7.9% | |
| Fidelity Investments FID TOTAL MKT IDX | Common Collective Trusts | — | — | $5.3M | 7.4% | |
| American Funds AF TRGT DATE 2045 R6 | Mutual Funds | — | — | $4.9M | 6.9% | |
| American Funds AF TRGT DATE 2040 R6 | Mutual Funds | — | — | $4.4M | 6.1% | |
| Various Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.5M | 3.5% | |
| Fidelity Investments FID MID CAP IDX | Common Collective Trusts | — | — | $1.5M | 2.1% | |
| American Funds AF TRGT DATE 2035 R6 | Mutual Funds | — | — | $1.3M | 1.9% | |
| Massachusetts Financial Services (MFS) MFS MA INV GR STK R6 | Mutual Funds | — | — | $1.3M | 1.8% | |
| Fidelity Investments FID SM CAP IDX | Common Collective Trusts | — | — | $1.3M | 1.8% | |
| American Funds AF TRGT DATE 2065 R6 | Mutual Funds | — | — | $1.2M | 1.7% | |
| Massachusetts Financial Services (MFS) MFS INTL GROWTH R6 | Mutual Funds | — | — | $1.2M | 1.6% | |
| Fidelity Investments FID GOVT MMKT | Mutual Funds | — | — | $1.1M | 1.5% | |
| Fidelity Investments FID INTL INDEX | Mutual Funds | — | — | $1.0M | 1.4% | |
| DFA US LG CAP VAL | Mutual Funds | — | — | $1.0M | 1.4% | |
| Carillon Family of Funds CRLN E MID CAP GR R6 | Other securities | — | — | $676K | 0.9% | |
| Notes receivable from participants Interest rate 4.25% - 9.50% | Bonds / Notes | — | — | $657K | 0.9% | |
| American Funds AF TRGT DATE 2030 R6 | Mutual Funds | — | — | $651K | 0.9% | |
| Fidelity Investments FID EMRG MKTS IDX | Common Collective Trusts | — | — | $597K | 0.8% | |
| DFA US TARGET VAL I | Mutual Funds | — | — | $589K | 0.8% | |
| Fidelity Investments FA OVERSEAS C 461 * Fidelity Investments FID US BOND IDX | Common Collective Trusts | — | — | $469K | 0.7% | |
| DFA REAL EST SEC I | Mutual Funds | — | — | $419K | 0.6% | |
| Blackrock BLKRK HIGH YLD BD K | Other securities | — | — | $407K | 0.6% | |
| Fidelity Investments FID PURITAN | Mutual Funds | — | — | $312K | 0.4% | |
| American Century AM CENT MD CP VAL R6 | Other securities | — | — | $250K | 0.4% | |
| Janus Henderson J H TRITON N | Mutual Funds | — | — | $227K | 0.3% | |
| DFA INTL VALUE I | Mutual Funds | — | — | $198K | 0.3% | |
| Fidelity Investments FID GLB EX US IDX | Common Collective Trusts | — | — | $136K | 0.2% | |
| DFA INF PRT SEC PORT | Mutual Funds | — | — | $129K | 0.2% | |
| Fidelity Investments FID LT TR BD IDX | Common Collective Trusts | — | — | $125K | 0.2% | |
| BrandywineGlobal BWG GLB OPP BOND IS | Other securities | — | — | $91K | 0.1% | |
| Fidelity Investments FID INTM TR BD IDX | Common Collective Trusts | — | — | $75K | 0.1% | |
| American Funds AF NEW WORLD R6 | Mutual Funds | — | — | $34K | <0.1% | |
| Victory VT INTL SM CAP R6 | Other securities | — | — | $27K | <0.1% | |
| American Funds AF BOND FD AMER R6 | Mutual Funds | — | — | $19K | <0.1% | |
| Thornburg LT INC R6 | Common Stocks | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
