Circana 401(k) Retirement Savings Plan
Sponsored by Circana, Llc · EIN 362947987 · Plan #001
- Total assets
- $892M
- Net assets
- $892M
- Active participants
- 3,660
- With balances
- 4,217
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $93,015 |
| Fiducient | Consulting (general), Investment advisory (plan) | $76,250 |
| Grant Thornton Llp | Consulting (general) | $57,060 |
| Cutrara & Company | Consulting (general) | $34,275 |