· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROUNDS CONSULTING GROUP, INC. — ROUNDS CONSULTING GROUP, INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008124154NAL0003288195001
ROUNDS CONSULTING GROUP, INC.
Form 5500-SF
FILING_RECEIVED
ROUNDS CONSULTING GROUP, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROUNDS CONSULTING GROUP, INC.
.
Find decision makers
Plan sponsor
Name
ROUNDS CONSULTING GROUP, INC.
EIN
47-5589171
Address
4450 S. RURAL ROAD, SUITE C220 · TEMPE, AZ · 85282
Phone
(602) 410-9674
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
COEO SOLUTIONS LLC
COEO SOLUTIONS 401(K) PLAN
$1.4M · 29 participants
PARADIGM INFORMATION SERVICES, I
PARADIGM INFORMATION SERVICES, INC. 401(K) PLAN
$1.4M · 37 participants
HOLBROOK LIFE MANAGEMENT LLC
HOLBROOK LIFE MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 730 participants
THE LAW OFFICES OF SPENCER G. MORGAN, P.A.
SPENCER G. MORGAN, P.A. RETIREMENT PLAN
$1.4M · 11 participants
SAMPSON WEST & ASSOCIATES, LLC
SAMPSON WEST & ASSOCIATES, LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.4M · 10 participants
JACK MILLIKIN, INC.
JACK MILLIKIN, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 20 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
