How big is Circle Lodge's plan?

Circle Lodge's plan reported $119K in assets and 7 participants for 2024.

Original filing (PDF)20250609142744NAL0011061811001

Circle Lodge

Name: Circle Lodge — Circle Lodge 401(k) Profit Sharing, Form 5500 (2024)
Creator: Circle Lodge
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle Lodge 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Circle Lodge's Circle Lodge 401(k) Profit Sharing Plan and Trust held $119K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$119K

Net assets (EOY)

$119K

Plan identifiers

Circle Lodge's EIN is 23-2177753.

EIN 23-2177753

Plan number 002

Plan year 2024

ACK ID 20250609142744NAL0011061811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle Lodge's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CIRCLE LODGE

EIN

all filings

Address

1001 STERIGERE ST., BLDG 15 · NORRISTOWN, PA · 19401

Phone

(610) 608-1832

Industry

Health Care & Social Assistance

Plan administrator