How big is Holly C Roundtree CPA PLLC's plan?

Holly C Roundtree CPA PLLC's plan reported $3.2M in assets and 3 participants for 2024.

Original filing (PDF)20250801051116NAL0007958256001

Holly C Roundtree CPA PLLC

Name: Holly C Roundtree CPA PLLC — Holly C Roundtree CPA, Form 5500 (2024)
Creator: Holly C Roundtree CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holly C Roundtree CPA PLLC 401(k) Plan

401(k) retirement plan · Holly C Roundtree CPA PLLC's Holly C Roundtree CPA PLLC 401(k) Plan held $3.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Holly Roundtree signed Holly C Roundtree CPA PLLC's 2024 Form 5500 as plan administrator.

Holly Roundtree — 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

Holly C Roundtree CPA PLLC's EIN is 46-2013344.

EIN 46-2013344

Plan number 002

Plan year 2024

ACK ID 20250801051116NAL0007958256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holly C Roundtree CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holly C Roundtree CPA PLLC'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 HOLLY C ROUNDTREE CPA PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

HOLLY C ROUNDTREE CPA PLLC

EIN

all filings

Address

13355 NOEL ROAD SUITE 1060 · DALLAS · DALLAS, TX · 75240

Phone

(972) 404-4434

Industry

CPA Offices· Professional & Technical Services

Plan administrator