· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CIRULI BROTHERS LLC — CIRULI BROTHERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250521154631NAL0002416579001
CIRULI BROTHERS LLC
Form 5500-SF
FILING_RECEIVED
CIRULI BROTHERS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
64
Accounts w/ balance
47
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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
CIRULI BROTHERS LLC
.
Find decision makers
Plan sponsor
Name
CIRULI BROTHERS LLC
EIN
86-0883394
Address
5 CALLE CRISTINA · RIO RICO, AZ · 85646
Phone
(561) 301-8627
Industry
Wholesale Trade
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
2025-05-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
AQUA FILTER FRESH, INC.
AQUA FILTER FRESH, INC. 401(K) PROFIT SHARING PLAN
$6.3M · 64 participants
ADVANCE BAG & PACKAGING COMPANY DBA ADVANCE PACKAGING TECHNOLOGIES
ADVANCE PACKAGING TECHNOLOGIES 401(K) PLAN
$6.3M · 21 participants
BRUCETON FARM SERVICE, INC.
BRUCETON FARM SERVICE, INC. 401(K) PLAN
$6.4M · 165 participants
DMF BAIT COMPANY
DMF BAIT COMPANY 401K PROFIT SHARING PLAN TRUST
$6.3M · 77 participants
BOWE INDUSTRIES, INC.
BOWE INDUSTRIES 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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.3M · 40 participants
GOLDEN-TECH INTERNATIONAL, INC.
GOLDEN-TECH INTERNATIONAL INC 401(K) PLAN
$6.3M · 11 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
