Original filing (PDF)20250725120645NAL0014676418001

CIRCLE HOME GROUP

Name: CIRCLE HOME GROUP — CIRCLE HOME GROUP OFB BENEFIT PLAN, Form 5500 (2024)
Creator: CIRCLE HOME GROUP

Form 5500-SF

FILING_RECEIVED

CIRCLE HOME GROUP OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$347

Net assets (EOY)

$144

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

CIRCLE HOME GROUP

EIN

84-3681875all filings

Address

11850 EDGEWATER DR #303 · LAKEWOOD, OH · 44107

Phone

(216) 406-3353

Industry

Professional & Technical Servicessee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

ROOTED OUTDOOR LIVING LLC

ROOTED OUTDOOR LIVING 401(K) PLAN

$345 · 2 participants

RIGHT & TIGHT LLC

RIGHT & TIGHT LLC SOCA BENEFIT PLAN

$336 · 3 participants

GM1, LLC

GM1, LLC OFB BENEFIT PLAN

$363 · 1 participants

TECHNICALLY BLOWN MULCH

TECHNICALLY BLOWN MULCH SOCA BENEFIT PLAN

$376 · 7 participants

ANYTHING GROES INC

ANYTHING GROES INC CBS BENEFIT PLAN

$378 · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.