How big is Circle Strategies Inc.'s plan?

Circle Strategies Inc.'s plan reported $246K in assets and 5 participants for 2024.

Original filing (PDF)20250630035109NAL0010787345001

Circle Strategies Inc.

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

Form 5500-SF

FILING_RECEIVED

Circle Strategies Inc. 401(k) Plan

401(k) retirement plan · Circle Strategies Inc.'s Circle Strategies Inc. 401(k) Plan held $246K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

Plan identifiers

Circle Strategies Inc.'s EIN is 36-4952215.

EIN 36-4952215

Plan number 001

Plan year 2024

ACK ID 20250630035109NAL0010787345001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle Strategies Inc.'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 CIRCLE STRATEGIES INC..

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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