Original filing (PDF)20251013123123NAL0001938736001

THE BUSINESS ROUNDTABLE, INC.

Name: THE BUSINESS ROUNDTABLE, INC. — THE BUSINESS ROUNDTABLE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: THE BUSINESS ROUNDTABLE, INC.

Form 5500-SF

FILING_RECEIVED

THE BUSINESS ROUNDTABLE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BUSINESS ROUNDTABLE, INC..

Plan sponsor

Name

THE BUSINESS ROUNDTABLE, INC.

EIN

23-7236607

Address

1000 MAINE AVENUE SW · SUITE 500 · WASHINGTON, DC · 200243494

Phone

(202) 872-1260

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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HUMAN SERVICES RESEARCH INSTITUTE