How big is Circa Managers, LLC's plan?

Circa Managers, LLC's plan reported $637K in assets and 9 participants for 2024.

Original filing (PDF)20250905153229NAL0017342097001

Circa Managers, LLC

Name: Circa Managers, LLC — Circa Managers, LLC 401(k), Form 5500 (2024)
Creator: Circa Managers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circa Managers, LLC 401(k) Plan

401(k) retirement plan · Circa Managers, LLC's Circa Managers, LLC 401(k) Plan held $637K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

People on this filing

TARA Evans, for TAG Resources signed Circa Managers, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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 Managers, LLC's EIN is 84-3601022.

EIN 84-3601022

Plan number 001

Plan year 2024

ACK ID 20250905153229NAL0017342097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Circa Managers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Circa Managers, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MANAGERS, 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