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Sponsor portfolio

SQUARE CIRCLE IA LP

EIN 85-4309500-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
6
105 NEWBURY STREET, 4TH FLOOR - BOSTON, MA 021163007617-935-1917
Plans on this EIN
2 filings
#001401k-$2.6M - 4 part#002CashBalance-$925K - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click 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#001

SQUARE CIRCLE 401(K) PROFIT SHARING PLAN

401k

Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SQUARE CIRCLE CASH BALANCE PLAN

CashBalance

Assets$925K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SQUARE CIRCLE 401(K) PROFIT SHARING PLAN401k$2.6M42025
002SQUARE CIRCLE CASH BALANCE PLANCashBalance$925K22025
Retirement plans
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