Original filing (PDF)20250729134104NAL0001655443001

CIRCLE 8 NEWCO, LLC

Name: CIRCLE 8 NEWCO, LLC — CIRCLE 8 SERVICES 401K PLAN, Form 5500 (2024)
Creator: CIRCLE 8 NEWCO, LLC

Form 5500-SF

FILING_RECEIVED

CIRCLE 8 SERVICES 401K PLAN

401(k) retirement plan

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CIRCLE 8 NEWCO, LLC.

Plan sponsor

Name

CIRCLE 8 NEWCO, LLC

EIN

92-0831195

Address

PO BOX 260370 · CORPUS CHRISTI, TX · 78426

Phone

(361) 933-0696

Industry

Mining, Quarrying, Oil & Gassee 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

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Mining, Quarrying, Oil & Gas plans

R & R SERVICES, INC.

R & R SERVICES, INC 401(K) PLAN

$3.3M · 62 participants

JEFFERSON GULF COAST MANAGEMENT LLC

JEFFERSON GULF COAST MANAGEMENT LLC RETIREMENT PLAN

$3.3M · 101 participants

EASTERN ARROW

EASTERN ARROW 401K PROFIT SHARING PLAN

$3.3M · 19 participants

CURTIS COMPANIES, LLC DBA EXCEL PRODUCTION COMPANY

CURTIS COMPANIES, LLC 401(K) PLAN

$3.3M · 44 participants

PAUL GRAHAM DRILLING AND SERVICE COMPANY

PAUL GRAHAM DRILLING AND SERVICE COMPANY 401(K) PLAN