How big is Circular Action Alliance's plan?

Circular Action Alliance's plan reported $761K in assets and 26 participants for 2024.

Original filing (PDF)20251013132103NAL0000646451001

Circular Action Alliance

Name: Circular Action Alliance — Circular Action Alliance, Form 5500 (2024)
Creator: Circular Action Alliance
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circular Action Alliance 401(k) Plan

401(k) retirement plan · Circular Action Alliance's Circular Action Alliance 401(k) Plan held $761K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

People on this filing

Heather Almgren signed Circular Action Alliance's 2024 Form 5500 as plan administrator.

Heather Almgren — 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

Circular Action Alliance's EIN is 92-3197259.

EIN 92-3197259

Plan number 001

Plan year 2024

ACK ID 20251013132103NAL0000646451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Circular Action Alliance from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Circular Action Alliance's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CIRCULAR ACTION ALLIANCE.

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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