How big is Rountree Losee LLP's plan?

Rountree Losee LLP's plan reported $2.6M in assets and 8 participants for 2024.

Original filing (PDF)20250428112006NAL0012211633001

Rountree Losee LLP

Name: Rountree Losee LLP — Rountree Losee, LLP 401(k), Form 5500 (2024)
Creator: Rountree Losee LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rountree Losee, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Rountree Losee LLP's Rountree Losee, LLP 401(k) Profit Sharing Plan held $2.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Rountree Losee LLP's EIN is 56-1259241.

EIN 56-1259241

Plan number 001

Plan year 2024

ACK ID 20250428112006NAL0012211633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rountree Losee LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rountree Losee LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROUNTREE LOSEE LLP.

Finding similar companies…

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