How big is Advisor Circle, Inc.'s plan?

Advisor Circle, Inc.'s plan reported $262K in assets and 13 participants for 2024.

Original filing (PDF)20250930160643NAL0013479760001

Advisor Circle, Inc.

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

Form 5500-SF

FILING_RECEIVED

Advisor Circle 401(k) Plan

401(k) retirement plan · Advisor Circle, Inc.'s Advisor Circle 401(k) Plan held $262K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$262K

Net assets (EOY)

$262K

People on this filing

NYLE Bayer signed Advisor Circle, Inc.'s 2024 Form 5500 as plan administrator.

NYLE Bayer — 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

Advisor Circle, Inc.'s EIN is 85-2874748.

EIN 85-2874748

Plan number 001

Plan year 2024

ACK ID 20250930160643NAL0013479760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Advisor Circle, Inc.'s plan includes automatic enrollment, 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 ADVISOR CIRCLE, INC..

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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