Susan Hitch signed Circa Hospitality Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Circa Hospitality Group LLC's EIN is 83-0872449.
Download the official 2024 Form 5500 (PDF) for Circa Hospitality Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Circa Hospitality Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWARTZ AND CO INC | — | BLOOMFIELD HILLS, MI | NONE | $51K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Advisor Technology | Mutual Funds | — | — | $3.9M | 11.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.7% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.0M | 8.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.8M | 8.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.5% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.4M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.3M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.0M | 5.6% | |
| Vanguard Group Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.5M | 4.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.1M | 3.1% | |
| Vanguard Group Vanguard Mid-Cap Index Admiral | Mutual Funds | — | — | $727K | 2.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $677K | 1.9% | |
| T. Rowe Price Trust Company T. Rowe Price Growth Stock Fund | Common Stocks | — | — | $590K | 1.7% | |
| Vanguard Group Vanguard Small Cap Index | Mutual Funds | — | — | $379K | 1.1% | |
| T. Rowe Price Trust Company T. Rowe Price Mid-Cap Growth Fund | Common Stocks | — | — | $237K | 0.7% | |
| T. Rowe Price Trust Company T. Rowe Price Global Stock Fund | Common Stocks | — | — | $222K | 0.6% | |
| Columbia Threadneedle Investments Columbia Dividend Income Inst 3 | Other securities | — | — | $202K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $187K | 0.5% | |
| T. Rowe Price Trust Company T. Rowe Price Mid-Cap Value Fund | Common Stocks | — | — | $160K | 0.5% | |
| J.P. Morgan Chase JPMorgan Emerging Markets | Other securities | — | — | $152K | 0.4% | |
| SMALL CAP VALUE FUND II GREAT GREY TRUST COMPANY, LLC · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $111K | 0.3% | |
| Lord Abbett Lord Abbett Developing Growth R5 | Mutual Funds | — | — | $100K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $89K | 0.3% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GREY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $81K | 0.2% | |
| Invesco Ltd. Invesco Core Plus Bond R5 | Mutual Funds | — | — | $80K | 0.2% | |
| BlackRock Advisors, LLC BlackRock Mortgage-Backed Securities Fund | Mutual Funds | — | — | $41K | 0.1% | |
| Neuberger Berman Neuberger Berman Real Estate | Other securities | — | — | $33K | <0.1% | |
| PIMCO Income Instl | Mutual Funds | — | — | $30K | <0.1% | |
| T. Rowe Price Trust Company T. Rowe Price Government Money | Common Stocks | — | — | $27K | <0.1% | |
| PGIM Global Total Return R6 | Other securities | — | — | $26K | <0.1% | |
| T. Rowe Price Trust Company T. Rowe Price High Yield Fund | Common Stocks | — | — | $21K | <0.1% | |
| BlackRock Inc. iShares MSCI EAFE Intl Index | Common Stocks | — | — | $4K | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
