Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CIRCULAR TECHNOLOGY
EIN 86-2950961Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
26
475 GATE 5 RD., STE 20 - SAUSALITO, CA 94965415-378-4099
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 26 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
CIRCULAR TECHNOLOGY CASH BALANCE PLAN
CashBalance
Assets$850K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CIRCULAR TECHNOLOGY 401(K) PROFIT SHARING PLAN
401k
Assets$259K
Participants17
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 | CIRCULAR TECHNOLOGY CASH BALANCE PLAN | CashBalance | $850K | 9 | 2024 | |
| 001 | CIRCULAR TECHNOLOGY 401(K) PROFIT SHARING PLAN | 401k | $259K | 17 | 2024 |
Retirement plans