Circle Capital Management Company, INC. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Circle Capital Management Company, INC.
  • Sponsor EIN: 412025119
  • Sponsor Address: 2 ORSINI DRIVE, WAKEFIELD, MA, 01880
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $311,996

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$311,996$0$0
20222$210,708$0$0

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