How big is Circle Wood Services, Inc.'s plan?

Circle Wood Services, Inc.'s plan reported $7.2M in assets and 130 participants for 2024.

Original filing (PDF)20251009142844NAL0003657763001

Circle Wood Services, Inc.

Name: Circle Wood Services, Inc. — Circle Wood Services, Form 5500 (2024)
Creator: Circle Wood Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle Wood Services 401(k) Plan

401(k) retirement plan · Circle Wood Services, Inc.'s Circle Wood Services 401(k) Plan held $7.2M in plan assets for 130 participants in 2024.

Signals · 1

No auditor on file

Active participants

130

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Circle Wood Services, Inc.'s EIN is 83-0492214.

EIN 83-0492214

Plan number 001

Plan year 2024

ACK ID 20251009142844NAL0003657763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle Wood Services, Inc.'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 CIRCLE WOOD SERVICES, INC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score