How big is Advisors Circle Financial & Insurance Group, LLC's plan?

Advisors Circle Financial & Insurance Group, LLC's plan reported $678K in assets and 3 participants for 2024.

Original filing (PDF)20250806122603NAL0008332770001

Advisors Circle Financial & Insurance Group, LLC

Name: Advisors Circle Financial & Insurance Group, LLC — Form 5500 Plan 002 (2024)
Creator: Advisors Circle Financial & Insurance Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Advisors Circle Financial & Insurance Group, LLC Cash Balance Plan

Defined-benefit pension plan · Advisors Circle Financial & Insurance Group, LLC's Advisors Circle Financial & Insurance Group, LLC Cash Balance Plan held $678K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

Plan identifiers

Advisors Circle Financial & Insurance Group, LLC's EIN is 46-0608159.

EIN 46-0608159

Plan number 002

Plan year 2024

ACK ID 20250806122603NAL0008332770001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Advisors Circle Financial & Insurance Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Advisors Circle Financial & Insurance Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADVISORS CIRCLE FINANCIAL & INSURANCE GROUP, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score