How big is Circle Square Inc.'s plan?

Circle Square Inc.'s plan reported $14K in assets and 5 participants for 2024.

Original filing (PDF)20250930105445NAL0005449571001

Circle Square Inc.

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

Form 5500-SF

FILING_RECEIVED

Circle Square 401(k) Plan

401(k) retirement plan · Circle Square Inc.'s Circle Square 401(k) Plan held $14K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Richard Wallace signed Circle Square Inc.'s 2024 Form 5500 as plan administrator.

Richard Wallace — 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

Circle Square Inc.'s EIN is 86-2575126.

EIN 86-2575126

Plan number 001

Plan year 2024

ACK ID 20250930105445NAL0005449571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circle Square Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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