· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CIRCLE MEDICAL TEAM — CIRCLE MEDICAL TEAM 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250506220152NAL0015546400013
CIRCLE MEDICAL TEAM
Form 5500-SF
FILING_RECEIVED
CIRCLE MEDICAL TEAM 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$663K
Net assets (EOY)
$663K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CIRCLE MEDICAL TEAM
.
Find decision makers
Plan sponsor
Name
CIRCLE MEDICAL TEAM
EIN
84-4461142
Address
95 WASHINGTON STREET, SUITE 224-177 · CANTON, MA · 02021
Phone
(781) 366-0310
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Outpatient Care Centers plans
ROYAL CARE GROUP, INC.
ROYAL CARE GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST
$664K · 9 participants
PHYSICIANS OF WINTER HAVEN, LLC
DAY SURGERY CENTER 401(K) RETIREMENT PLAN
$664K · 53 participants
NRB ASSOCIATES LLC
NRB ASSOCIATES LLC 401(K) PLAN
$664K · 11 participants
PROJECT PLAY THERAPY LLC
PROJECT PLAY THERAPY LLC 401(K) PROFIT SHARING PLAN
$664K · 169 participants
CEDAR HILL HEALTH CARE CORP.
CEDAR HILL 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$665K · 108 participants
NATUROPATHIC CONSULTANTS, LLC
NATURE MED 401(K) PLAN
$660K · 11 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
