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  1. Companies/
  2. 36 Circles, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

36 Circles, LLC

EIN 85-1839444-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$466K assets
Welfare
0
Participants
12
4525 SAN FERNANDO RD, UNIT G - GLENDALE, CA 91204818-588-8435
Plans on this EIN
2 filings
#002Cash balance-$343K - 6 part#001401(k)-$123K - 6 part

Retirement portfolio analytics

2 plans aggregated / $466K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • PROFIT SHARING PLAN (#001)26%
Total $466KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • PROFIT SHARING PLAN (#001)6
Total 12Click 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

36 CIRCLES, LLC CASH BALANCE PLAN

Cash balance

Assets$343K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

36 CIRCLES, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$123K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
00236 CIRCLES, LLC CASH BALANCE PLANCash balance$343K62025
00136 CIRCLES, LLC 401(K) PROFIT SHARING PLAN401(k)$123K62025
Retirement plans
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