ADVISOR CIRCLE, INC. 401(k) Plan
What public Form 5500 filings show about the ADVISOR CIRCLE, INC. 401(k) plan — and how to find and check your own account.
The ADVISOR CIRCLE, INC. 401(k) on its latest Form 5500
ADVISOR CIRCLE, INC. (EIN 85-2874748) reports ADVISOR CIRCLE 401(K) PLAN on its most recent Form 5500, with $262K in plan assets across 13 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ADVISOR CIRCLE, INC. filing — schedules, fees, and providers.
Who runs the ADVISOR CIRCLE, INC. 401(k)?
ADVISOR CIRCLE, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ADVISOR CIRCLE, INC.HR for the recordkeeper’s name and login.
How to check your ADVISOR CIRCLE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ADVISOR CIRCLE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).