Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNIVERSITY CIRCLE, INCORPORATED
EIN 34-0823464non-profit organization managementLatest filing 2025
Plans
3
Retirement
3
$7.1M assets
Welfare
0
Participants
149
10831 MAGNOLIA DR - CLEVELAND, OH 441061807216-791-3900universitycircle.orgLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $7.1M assets / 149 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
UNIVERSITY CIRCLE INCORPORATED RETIREMENT PLAN
403b
Assets$6.6M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
UNIVERSITY CIRCLE INCORPORATED 403B RETIREMENT PLAN
403b
Assets$410K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSITY CIRCLE INCORPORATED EMPLOYEES RETIREMENT BENEFIT PLAN
MoneyPurchase
Assets$41K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | UNIVERSITY CIRCLE INCORPORATED RETIREMENT PLAN | 403b | $6.6M | 94 | 2025 | |
| 006 | UNIVERSITY CIRCLE INCORPORATED 403B RETIREMENT PLAN | 403b | $410K | 50 | 2025 | |
| 002 | UNIVERSITY CIRCLE INCORPORATED EMPLOYEES RETIREMENT BENEFIT PLAN | MoneyPurchase | $41K | 5 | 2025 |
Retirement plans