Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CIRCLE MEDICAL TEAM, LLC
EIN 84-4461142Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
11
95 WASHINGTON STREET, SUITE 224-177 - CANTON, MA 02021781-366-0310
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 11 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#001
CIRCLE MEDICAL TEAM 401(K) PLAN
401k
Assets$663K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CIRCLE MEDICAL TEAM, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$567K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CIRCLE MEDICAL TEAM 401(K) PLAN | 401k | $663K | 8 | 2024 | |
| 002 | CIRCLE MEDICAL TEAM, LLC CASH BALANCE PENSION PLAN | CashBalance | $567K | 3 | 2024 |
Retirement plans