Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Circ Design, Inc.
EIN 83-0313290Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$652K assets
Welfare
0
Participants
8
802 W BROADWAY, 2ND FLOOR, P.O. BOX 4980 - JACKSON, WY 83001307-733-8319
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $652K assets / 8 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#002
CIRC DESIGN, INC. 401(K) PLAN
401(k)
Assets$423K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CIRC DESIGN, INC. CASH BALANCE PLAN
Cash balance
Assets$230K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CIRC DESIGN, INC. 401(K) PLAN | 401(k) | $423K | 4 | 2025 | |
| 003 | CIRC DESIGN, INC. CASH BALANCE PLAN | Cash balance | $230K | 4 | 2025 |
Retirement plans