How big is Circlepoint's plan?

Circlepoint's plan reported $6.5M in assets and 36 participants for 2024.

Original filing (PDF)20250916225654NAL0006087586001

Circlepoint

Name: Circlepoint — Circlepoint 401-K Profit Sharing Plan, Form 5500 (2024)
Creator: Circlepoint
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Circlepoint 401-K Profit Sharing Plan

401(k) retirement plan · Circlepoint's Circlepoint 401-K Profit Sharing Plan held $6.5M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

ALMA Victoria signed Circlepoint's 2024 Form 5500 as plan administrator.

ALMA Victoria — 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

Circlepoint's EIN is 94-3171809.

EIN 94-3171809

Plan number 001

Plan year 2024

ACK ID 20250916225654NAL0006087586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Circlepoint's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CIRCLEPOINT

EIN

all filings

Address

1625 CLAY STREET STE 700 · OAKLAND, CA · 94612

Phone

(510) 285-6700

Industry

Admin Support & Waste Mgmt

Plan administrator