Circle Wealth Management, LLC (EIN 20-8168874) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.9M in plan assets and 34 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Circle Wealth Management, LLC 401(k) Plan | 001 | 19 | $3.8M |
| Circle Wealth Management, LLC Cash Balance Plan | 002 | 15 | $1.1M |
20-8168874 is the Employer Identification Number (EIN) Circle Wealth Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
