How big is Cirks Financial Services' plan?

Cirks Financial Services' plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250921194531NAL0004931136001

Cirks Financial Services

Name: Cirks Financial Services — Cirks Financial Services, Form 5500 (2024)
Creator: Cirks Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cirks Financial Services 401(k) Plan

401(k) retirement plan · Cirks Financial Services' Cirks Financial Services 401(k) Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Cirks Financial Services' EIN is 43-2076547.

EIN 43-2076547

Plan number 001

Plan year 2024

ACK ID 20250921194531NAL0004931136001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cirks Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cirks Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIRKS FINANCIAL SERVICES.

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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