How big is Round Hill Wealth Management, Ltd.'s plan?

Round Hill Wealth Management, Ltd.'s plan reported $768K in assets and 3 participants for 2025.

Original filing (PDF)20260120142054NAL0002993475001

Round Hill Wealth Management, Ltd.

Name: Round Hill Wealth Management, Ltd. — Round Hill, Form 5500 (2025)
Creator: Round Hill Wealth Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Round Hill Wealth Management 401(k) Plan

401(k) retirement plan · Round Hill Wealth Management, Ltd.'s Round Hill Wealth Management 401(k) Plan held $768K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

People on this filing

David Swanson signed Round Hill Wealth Management, Ltd.'s 2025 Form 5500 as plan administrator.

David Swanson — 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

Round Hill Wealth Management, Ltd.'s EIN is 46-2470043.

EIN 46-2470043

Plan number 001

Plan year 2025

ACK ID 20260120142054NAL0002993475001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Round Hill Wealth Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Round Hill Wealth Management, Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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