How big is Roundpeg Consulting, LLC's plan?

Roundpeg Consulting, LLC's plan reported $799K in assets and 6 participants for 2024.

Original filing (PDF)20250313084310NAL0032659616001

Roundpeg Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Roundpeg Consulting, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Roundpeg Consulting, LLC's Roundpeg Consulting, LLC Safe Harbor 401(k) Plan held $799K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

Plan identifiers

Roundpeg Consulting, LLC's EIN is 46-4082270.

EIN 46-4082270

Plan number 001

Plan year 2024

ACK ID 20250313084310NAL0032659616001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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