Circle I Employee Benefit Plan
Sponsored by Western Bank · EIN 740962510 · Plan #002
- Total assets
- $10.3M
- Net assets
- $10.3M
- Active participants
- 119
- With balances
- 133
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commerce Street Investment Advisor, Llc CRD 144278 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $31,273 |
| Commerce Street Investment Advisor | Investment advisory (plan) | $23,824 |