How big is Circular Edge LLC's plan?

Circular Edge LLC's plan reported $1.7M in assets and 65 participants for 2024.

Original filing (PDF)20250718060455NAL0002000016001

Circular Edge LLC

Name: Circular Edge LLC — Circular Edge LLC 401(k), Form 5500 (2024)
Creator: Circular Edge LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circular Edge LLC 401(k)

401(k) retirement plan · Circular Edge LLC's Circular Edge LLC 401(k) held $1.7M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Shirley Horner signed Circular Edge LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Circular Edge LLC's EIN is 20-0261745.

EIN 20-0261745

Plan number 001

Plan year 2024

ACK ID 20250718060455NAL0002000016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Circular Edge LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Circular Edge LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIRCULAR EDGE LLC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off