How big is Sarah's Circle's plan?

Sarah's Circle's plan reported $2.2M in assets and 55 participants for 2025.

Original filing (PDF)20260403112858NAL0006560674001

Sarah's Circle

Name: Sarah's Circle — Sarah's Circle Retirement Plan, Form 5500 (2025)
Creator: Sarah's Circle
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sarah's Circle Retirement Plan

401(k) retirement plan · Sarah's Circle's Sarah's Circle Retirement Plan held $2.2M in plan assets for 55 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Katherine J. Ragnar signed Sarah's Circle's 2025 Form 5500 as plan administrator.

Katherine J. Ragnar — 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

Sarah's Circle's EIN is 36-3043662.

EIN 36-3043662

Plan number 001

Plan year 2025

ACK ID 20260403112858NAL0006560674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sarah's Circle from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sarah's Circle's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SARAH'S CIRCLE.

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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

Helping the score