How big is Round Hill Asset Management's plan?

Round Hill Asset Management's plan reported $6.3M in assets and 5 participants for 2024.

Original filing (PDF)20250729104702NAL0002629025001

Round Hill Asset Management

Name: Round Hill Asset Management — Round Hill Asset, Form 5500 (2024)
Creator: Round Hill Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Round Hill Asset Management Retirement DB Plan & Trust

Defined-benefit pension plan · Round Hill Asset Management's Round Hill Asset Management Retirement DB Plan & Trust held $6.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

Channing Lushbough signed Round Hill Asset Management's 2024 Form 5500 as plan administrator.

Channing Lushbough — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Round Hill Asset Management's EIN is 13-3337981.

EIN 13-3337981

Plan number 002

Plan year 2024

ACK ID 20250729104702NAL0002629025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Round Hill Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Round Hill Asset Management's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROUND HILL ASSET MANAGEMENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score