How big is Circle Federal Credit Union's plan?

Circle Federal Credit Union's plan reported $2.3M in assets and 37 participants for 2025.

Original filing (PDF)20260421120429NAL0003926336001

Circle Federal Credit Union

Name: Circle Federal Credit Union — Circle FCU 401(k) Plan, Form 5500 (2025)
Creator: Circle Federal Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle FCU 401(k) Plan

401(k) retirement plan · Circle Federal Credit Union's Circle FCU 401(k) Plan held $2.3M in plan assets for 37 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Angela Ellis signed Circle Federal Credit Union's 2025 Form 5500 as plan administrator.

Angela Ellis — 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

Circle Federal Credit Union's EIN is 38-1565948.

EIN 38-1565948

Plan number 001

Plan year 2025

ACK ID 20260421120429NAL0003926336001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Circle Federal Credit Union's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FEDERAL CREDIT UNION.

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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