Advisors Circle Financial & Insurance Group, LLC (EIN 46-0608159) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $986K in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Advisors Circle Financial & Insurance Group, LLC Cash Balance Plan | 002 | 3 | $678K |
| Advisors Circle Financial & Insurance Group, LLC 401(k) Plan | 001 | 3 | $308K |
46-0608159 is the Employer Identification Number (EIN) Advisors Circle Financial & Insurance Group, 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 Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
