How big is Circle of Thought LLC's plan?

Circle of Thought LLC's plan reported $63K in assets and 25 participants for 2024.

Original filing (PDF)20250701123105NAL0029552738001

Circle of Thought LLC

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

Form 5500-SF

FILING_RECEIVED

Circle of Thought LLC-401(k) Plan

401(k) retirement plan · Circle of Thought LLC's Circle of Thought LLC-401(k) Plan held $63K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

People on this filing

Nick Rice signed Circle of Thought LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 of Thought LLC's EIN is 26-0690241.

EIN 26-0690241

Plan number 002

Plan year 2024

ACK ID 20250701123105NAL0029552738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle of Thought LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 OF THOUGHT 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