How big is Circle N Advisors, LLC's plan?

Circle N Advisors, LLC's plan reported $1.4M in assets and 2 participants for 2025.

Original filing (PDF)20260422112630NAL0001924547001

Circle N Advisors, LLC

Name: Circle N Advisors, LLC — Circle N Advisors, LLC, Form 5500 (2025)
Creator: Circle N Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle N Advisors, LLC 401(k) Profit Sharing Plan & TRUS

401(k) retirement plan · Circle N Advisors, LLC's Circle N Advisors, LLC 401(k) Profit Sharing Plan & TRUS held $1.4M in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Circle N Advisors, LLC's EIN is 47-3512370.

EIN 47-3512370

Plan number 001

Plan year 2025

ACK ID 20260422112630NAL0001924547001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Circle N Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Circle N Advisors, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIRCLE N ADVISORS, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CIRCLE N ADVISORS, LLC

EIN

all filings

Address

PO BOX 336 · FISHKILL, NY · 12524

Phone

(845) 897-1560

Industry

Finance & Insurance

Plan administrator