How big is The Philanthropy Roundtable's plan?

The Philanthropy Roundtable's plan reported $2.1M in assets and 30 participants for 2024.

Original filing (PDF)20250722140301NAL0007197938001

The Philanthropy Roundtable

Name: The Philanthropy Roundtable — The Philanthropy, Form 5500 (2024)
Creator: The Philanthropy Roundtable
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Philanthropy Roundtable 401(k) Plan

401(k) retirement plan · The Philanthropy Roundtable's The Philanthropy Roundtable 401(k) Plan held $2.1M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

The Philanthropy Roundtable's EIN is 13-2943020.

EIN 13-2943020

Plan number 001

Plan year 2024

ACK ID 20250722140301NAL0007197938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Philanthropy Roundtable from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Philanthropy Roundtable's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE PHILANTHROPY ROUNDTABLE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score