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  1. Companies/
  2. Circle Financial Planning, Inc.

Filings through Oct 24, 2026.

Circle Financial Planning, Inc.

EIN 35-1604527-financial services-Latest filing 2025
Plans
1
Retirement
1
$508K assets
Health & Benefits
0
Participants
6
SUITE 375 - INDIANAPOLIS, IN 46250317-841-0370circleplanner.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$508K - 6 part

Plan summaries

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

Retirement#001

CIRCLE FINANCIAL PLANNING 401(K) PLAN

401(k)

Assets$508K
Participants6
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
#001CIRCLE FINANCIAL PLANNING 401(K) PLAN401(k)$508K62025
  • CIRCLE FINANCIAL PLANNING 401(K) PLAN$508K
    #001 · 401(k) · 20256
Retirement plans
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