How big is Circa Management's plan?

Circa Management's plan reported $143K in assets and 29 participants for 2025.

Original filing (PDF)20260506112136NAL0001890833001

Circa Management

Name: Circa Management — Circa Management 401(k) Plan, Form 5500 (2025)
Creator: Circa Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circa Management 401(k) Plan

401(k) retirement plan · Circa Management's Circa Management 401(k) Plan held $143K in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

People on this filing

Chancey Santiago signed Circa Management's 2025 Form 5500 as plan administrator.

Chancey Santiago — 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

Circa Management's EIN is 81-3361629.

EIN 81-3361629

Plan number 001

Plan year 2025

ACK ID 20260506112136NAL0001890833001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Circa Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Circa Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off