Original filing (PDF)20250903112544NAL0015137073001

UNIVERSITY CIRCLE, INCORPORATED

Name: UNIVERSITY CIRCLE, INCORPORATED — UNIVERSITY CIRCLE INCORPORATED 403B RETIREMENT PLAN, Form 5500 (2024)
Creator: UNIVERSITY CIRCLE, INCORPORATED

Form 5500-SF

FILING_RECEIVED

UNIVERSITY CIRCLE INCORPORATED 403B RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

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

Plan sponsor

Name

UNIVERSITY CIRCLE, INCORPORATED

EIN