Original filing (PDF)20260520124842NAL0001874753001

Engineering Excellence, LLC DBA Circle Design Group

Name: Engineering Excellence, LLC DBA Circle Design Group — Form 5500 Plan 001 (2025)
Creator: Engineering Excellence, LLC DBA Circle Design Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle Design Group 401(k) Plan

401(k) retirement plan · Engineering Excellence, LLC DBA Circle Design Group's Circle Design Group 401(k) Plan held $5.1M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

People on this filing

Robert Congdon signed Engineering Excellence, LLC DBA Circle Design Group's 2025 Form 5500 as plan administrator.

Robert Congdon — 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

Engineering Excellence, LLC DBA Circle Design Group's EIN is 36-4515731.

EIN 36-4515731

Plan number 001

Plan year 2025

ACK ID 20260520124842NAL0001874753001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Engineering Excellence, LLC DBA Circle Design Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Engineering Excellence, LLC DBA Circle Design Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENGINEERING EXCELLENCE, LLC DBA CIRCLE DESIGN GROUP.

Finding similar companies…

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