How big is Circle Wealth Management, LLC's plan?

Circle Wealth Management, LLC's plan reported $3.8M in assets and 19 participants for 2024.

Original filing (PDF)20250912131812NAL0000842019001

Circle Wealth Management, LLC

Name: Circle Wealth Management, LLC — Circle Wealth, Form 5500 (2024)
Creator: Circle Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Circle Wealth Management, LLC's Circle Wealth Management, LLC 401(k) Plan held $3.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Kristen Breault signed Circle Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Kristen Breault — 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

Circle Wealth Management, LLC's EIN is 20-8168874.

EIN 20-8168874

Plan number 001

Plan year 2024

ACK ID 20250912131812NAL0000842019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Circle Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Circle Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIRCLE WEALTH MANAGEMENT, 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