How big is Circle Foundation's plan?

Circle Foundation's plan reported $153K in assets and 37 participants for 2024.

Original filing (PDF)20250415121313NAL0005562960001

Circle Foundation

Name: Circle Foundation — Circle Foundation 403(b), Form 5500 (2024)
Creator: Circle Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle Foundation 403(b)

403(b) retirement plan · Circle Foundation's Circle Foundation 403(b) held $153K in plan assets for 37 participants in 2024.

Signals · 1

Late filing · 23.0 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

People on this filing

Heidi Valdez signed Circle Foundation's 2024 Form 5500 as plan administrator.

Heidi Valdez — 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 Foundation's EIN is 26-4526707.

EIN 26-4526707

Plan number 001

Plan year 2024

ACK ID 20250415121313NAL0005562960001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 FOUNDATION.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 23.0 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score