Original filing (PDF)20230925092555NAL0004806915001

Roundstone Management, Ltd.

Name: Roundstone Management, Ltd. — Roundstone Management, Form 5500 (2022)
Creator: Roundstone Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roundstone Management, Ltd. Cash Balance Plan

Defined-benefit pension plan · Roundstone Management, Ltd.'s Roundstone Management, Ltd. Cash Balance Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

CHAD Buskirk signed Roundstone Management, Ltd.'s 2022 Form 5500 as plan administrator.

CHAD Buskirk — 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

Roundstone Management, Ltd.'s EIN is 27-0371422.

EIN 27-0371422

Plan number 002

Plan year 2022

ACK ID 20230925092555NAL0004806915001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Roundstone Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Roundstone Management, Ltd.'s plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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