KIM Barnes signed The Circle K Retirement Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Circle K Retirement Plan's EIN is 74-1149540.
Download the official 2024 Form 5500 (PDF) for The Circle K Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Circle K Retirement Plan's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPING | $506K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 22-1862786 | — | INVEST ADVISOR | $384K | — |
| CAPTRUST FINANCIAL ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK · EIN 87-1130620 / PN 001 | Common Collective Trust | — | $7.8M | $80.7M | 15.9% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK · EIN 87-1035932 / PN 001 | Common Collective Trust | — | $6.6M | $71.7M | 14.2% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK · EIN 87-1035932 / PN 001 | Common Collective Trust | — | $4.6M | $51.2M | 10.1% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | $248K | $50.7M | 10.0% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK · EIN 87-1054299 / PN 001 | Common Collective Trust | — | $3.4M | $39.2M | 7.7% | |
| Standard Insurance Co Capital Preservation Fully benefit-responsive Income Fund I insurance contract (direct) | Common Stocks | — | — | $35.0M | 6.9% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK · EIN 87-1081115 / PN 001 | Common Collective Trust | — | $2.4M | $28.5M | 5.6% | |
| Fidelity Intl Index Fund Mutual Fund | Common Collective Trusts | — | $474K | $22.5M | 4.5% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK · EIN 87-1081397 / PN 001 | Common Collective Trust | — | $1.7M | $20.3M | 4.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | $573K | $19.4M | 3.8% | |
| Fidelity US Bond Index Fund Mutual Fund | Common Collective Trusts | — | $1.7M | $17.6M | 3.5% | |
| Brown Advisory Sust Gr Ins Mutual Fund | Other securities | — | $218K | $12.0M | 2.4% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK · EIN 87-1102204 / PN 001 | Common Collective Trust | — | $818K | $10.0M | 2.0% | |
| JPMorgan Equity Income Fund R6 Mutual Fund | Other securities | — | $216K | $5.2M | 1.0% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK · EIN 87-1102365 / PN 001 | Common Collective Trust | — | $284K | $3.5M | 0.7% | |
| MFS Mid Cap Growth Fund R6 Mutual Fund | Mutual Funds | — | $109K | $3.4M | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | $111K | $3.1M | 0.6% | |
| Voya Intermediate Bond Fund R6 Mutual Fund | Other securities | — | $350K | $3.0M | 0.6% | |
| Fidelity Adv Intl Cap Apprec Z Mutual Fund | Mutual Funds | — | $66K | $2.1M | 0.4% | |
| Victory Sycamore Est Value Fund R6 Mutual Fund | Other securities | — | $44K | $2.0M | 0.4% | |
| AB Small Cap Growth Port Z Mutual Fund | Other securities | — | $26K | $1.9M | 0.4% | |
| Artisan High Inc Inst Mutual Fund | Common Stocks | — | $172K | $1.6M | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK · EIN 87-1130439 / PN 001 | Common Collective Trust | — | $123K | $1.5M | 0.3% | |
| BLACKROCK LIFEPATH INDEX 2070 FUND BLACKROCK · EIN 87-1142876 / PN 001 | Common Collective Trust | — | $57K | $1.2M | 0.2% | |
| Victory Sycamore Small Comp Opp Fund R6 Mutual Fund | Other securities | — | $15K | $719K | 0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK · EIN 87-1035812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 56-1984030 |
| — |
| CONSULTANT |
| $86K |
| — |
