How big is Roundview Capital, LLC's plan?

Roundview Capital, LLC's plan reported $8.3M in assets and 11 participants for 2024.

Original filing (PDF)20250717120032NAL0000112259001

Roundview Capital, LLC

Name: Roundview Capital, LLC — Roundview Capital, LLC, Form 5500 (2024)
Creator: Roundview Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roundview Capital, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Roundview Capital, LLC's Roundview Capital, LLC 401(k) Profit Sharing Plan held $8.3M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

Roundview Capital, LLC's EIN is 26-2457538.

EIN 26-2457538

Plan number 002

Plan year 2024

ACK ID 20250717120032NAL0000112259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roundview Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roundview Capital, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROUNDVIEW CAPITAL, LLC.

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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