AUMdb

2 Circle, Inc. 401(k)

Sponsored by 2 Circle Incorporated · EIN 453989137 · Plan #001

Total assets
$29.3M
Net assets
$29.3M
Active participants
222
With balances
231

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $102,058
Signature Estate Securities, Llc Other services, Other commissions, Other fees $0