How big is Roundview Technologies' plan?

Roundview Technologies' plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250918125957NAL0001436993001

Roundview Technologies

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

Form 5500-SF

FILING_RECEIVED

Roundview Technologies 401(k) Profit Sharing Plan

401(k) retirement plan · Roundview Technologies' Roundview Technologies 401(k) Profit Sharing Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Roundview Technologies' EIN is 38-3582648.

EIN 38-3582648

Plan number 002

Plan year 2024

ACK ID 20250918125957NAL0001436993001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roundview Technologies' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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