How big is Inner Circle Investments, LLC's plan?

Inner Circle Investments, LLC's plan reported $1.6M in assets and 3 participants for 2025.

Original filing (PDF)20260326103559NAL0005807904001

Inner Circle Investments, LLC

Name: Inner Circle Investments, LLC — Inner Circle, Form 5500 (2025)
Creator: Inner Circle Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inner Circle Investments, LLC 401(k) Plan

401(k) retirement plan · Inner Circle Investments, LLC's Inner Circle Investments, LLC 401(k) Plan held $1.6M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Inner Circle Investments, LLC's EIN is 20-1003081.

EIN 20-1003081

Plan number 001

Plan year 2025

ACK ID 20260326103559NAL0005807904001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Inner Circle Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Inner Circle Investments, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score