Original filing (PDF)20240911095530NAL0011719856001

Roundtable Analytics LLC

Name: Roundtable Analytics LLC — Roundtable Analytics, Form 5500 (2023)
Creator: Roundtable Analytics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roundtable Analytics 401(k)

401(k) retirement plan · Roundtable Analytics LLC's Roundtable Analytics 401(k) filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Kenneth Kyle Lopiano signed Roundtable Analytics LLC's 2023 Form 5500 as plan administrator.

Kenneth Kyle Lopiano — 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

Roundtable Analytics LLC's EIN is 47-4431165.

EIN 47-4431165

Plan number 001

Plan year 2023

ACK ID 20240911095530NAL0011719856001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Roundtable Analytics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Roundtable Analytics LLC'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 ROUNDTABLE ANALYTICS LLC.

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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 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