How big is University Circle, Incorporated's plan?

University Circle, Incorporated's plan reported $6.3M in assets and 53 participants for 2024.

Original filing (PDF)20250910110102NAL0021045233001

University Circle, Incorporated

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

Form 5500-SF

FILING_RECEIVED

University Circle Incorporated Retirement Plan

403(b) retirement plan · University Circle, Incorporated's University Circle Incorporated Retirement Plan held $6.3M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Dean Parker signed University Circle, Incorporated's 2024 Form 5500 as plan administrator.

Dean Parker — 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

University Circle, Incorporated's EIN is 34-0823464.

EIN 34-0823464

Plan number 005

Plan year 2024

ACK ID 20250910110102NAL0021045233001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

University Circle, Incorporated's plan includes money-purchase contributions, 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 UNIVERSITY CIRCLE, INCORPORATED.

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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