How big is Circular Board, Inc.'s plan?

Circular Board, Inc.'s plan reported $2.1M in assets and 25 participants for 2024.

Original filing (PDF)20250717153209NAL0000278691001

Circular Board, Inc.

Name: Circular Board, Inc. — Circular Board, Inc. 401(k), Form 5500 (2024)
Creator: Circular Board, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circular Board, Inc. 401(k) Plan

401(k) retirement plan · Circular Board, Inc.'s Circular Board, Inc. 401(k) Plan held $2.1M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Marcus Bowie signed Circular Board, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Circular Board, Inc.'s EIN is 82-1011180.

EIN 82-1011180

Plan number 001

Plan year 2024

ACK ID 20250717153209NAL0000278691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Circular Board, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Circular Board, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CIRCULAR BOARD, INC.

EIN

all filings

Address

1275 4TH STREET 176 · SANTA ROSA, CA · 95404

Phone

(707) 293-4041

Industry

Information / Tech / Media

Plan administrator