Original filing (PDF)20250910110102NAL0021045233001

UNIVERSITY CIRCLE, INCORPORATED

Name: UNIVERSITY CIRCLE, INCORPORATED — UNIVERSITY CIRCLE INCORPORATED RETIREMENT PLAN, Form 5500 (2024)
Creator: UNIVERSITY CIRCLE, INCORPORATED

Form 5500-SF

FILING_RECEIVED

UNIVERSITY CIRCLE INCORPORATED RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY CIRCLE, INCORPORATED.

Plan sponsor

Name

UNIVERSITY CIRCLE, INCORPORATED

EIN

34-0823464

Address

10831 MAGNOLIA DR · CLEVELAND, OH · 441061807

Phone

(216) 791-3900

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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