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Sponsor portfolio

CIRCLE H WEST, LLC

EIN 47-1951169-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
8
2840 PERCHERON ROAD - WICKENBURG, AZ 85390602-908-3572
Plans on this EIN
2 filings
#002CashBalance-$915K - 4 part#001401k-$866K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • PLAN & TRUST (#001)49%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)4
  • PLAN & TRUST (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CIRCLE H WEST, LLC CASH BALANCE PLAN

CashBalance

Assets$915K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CIRCLE H WEST, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$866K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CIRCLE H WEST, LLC CASH BALANCE PLANCashBalance$915K42025
001CIRCLE H WEST, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$866K42025
Retirement plans
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