Original filing (PDF)20250501105406NAL0001984227001

CIRCLES OF CARE, INC.

Name: CIRCLES OF CARE, INC. — MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF CIRCLES OF CARE, INC., Form 5500 (2023)
Creator: CIRCLES OF CARE, INC.

Form 5500

FILING_RECEIVED

MONEY ACCUMULATION PENSION PLAN FOR EMPLOYEES OF CIRCLES OF CARE, INC.

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

322

Accounts w/ balance

670

Plan assets (EOY)

$37.4M

Net assets (EOY)

$37.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIRCLES OF CARE, INC..

Plan sponsor

Name

CIRCLES OF CARE, INC.

EIN

59-1101553

Address

400 E. SHERIDAN ROAD · MELBOURNE, FL · 32901

Phone

(321) 722-5200

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-05-01

Pension benefit codes

2C · Money purchase (other than target benefit)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BERMAN HOPKINS, CPAS AND ASSOC. LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $37.1M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.