How big is Circle Management Group Ltd.'s plan?

Circle Management Group Ltd.'s plan reported $619K in assets and 12 participants for 2024.

Original filing (PDF)20250703073002NAL0000105379001

Circle Management Group Ltd.

Name: Circle Management Group Ltd. — Form 5500 (2024)
Creator: Circle Management Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Circle Management Group Ltd. held $619K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$619K

Net assets (EOY)

$619K

People on this filing

Shirley Horner signed Circle Management Group Ltd.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Management Group Ltd.'s EIN is 46-1493878.

EIN 46-1493878

Plan number 001

Plan year 2024

ACK ID 20250703073002NAL0000105379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle Management Group Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 MANAGEMENT GROUP LTD.

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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