How big is Circle 8 Newco, LLC's plan?

Circle 8 Newco, LLC's plan reported $3.3M in assets and 118 participants for 2024.

Original filing (PDF)20250729134104NAL0001655443001

Circle 8 Newco, LLC

Name: Circle 8 Newco, LLC — Circle 8 Services 401(k) Plan, Form 5500 (2024)
Creator: Circle 8 Newco, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circle 8 Services 401(k) Plan

401(k) retirement plan · Circle 8 Newco, LLC's Circle 8 Services 401(k) Plan held $3.3M in plan assets for 118 participants in 2024.

Active participants

118

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Circle 8 Newco, LLC's EIN is 92-0831195.

EIN 92-0831195

Plan number 001

Plan year 2024

ACK ID 20250729134104NAL0001655443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Circle 8 Newco, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Circle 8 Newco, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 8 NEWCO, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score