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  2. Ward Circle Strategies

Filings through Oct 24, 2026.

Ward Circle Strategies

EIN 27-1969904-management consulting-Latest filing 2024
Plans
1
Retirement
1
$4.5M assets
Health & Benefits
0
Participants
82
4320 45TH ST NW - WASHINGTON, DC 20016734-904-5896wardcirclestrategies.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
1 filing
#001401(k)-$4.5M - 82 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WARD CIRCLE STRATEGIES 401K PROFIT SHARING PLAN AND TRUST

401(k)

Assets$4.5M
Participants82
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WARD CIRCLE STRATEGIES 401K PROFIT SHARING PLAN AND TRUST401(k)$4.5M822024
  • WARD CIRCLE STRATEGIES 401K PROFIT SHARING PLAN AND TRUST$4.5M
    #001 · 401(k) · 202482
Retirement plans
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