How big is Rountree & Rountree, P.C.'s plan?

Rountree & Rountree, P.C.'s plan reported $442K in assets and 3 participants for 2025.

Original filing (PDF)20260511152327NAL0011984546001

Rountree & Rountree, P.C.

Name: Rountree & Rountree, P.C. — Rountree Law Firm 401(k), Form 5500 (2025)
Creator: Rountree & Rountree, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rountree Law Firm 401(k) Plan

401(k) retirement plan · Rountree & Rountree, P.C.'s Rountree Law Firm 401(k) Plan held $442K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

People on this filing

ANA Rountree signed Rountree & Rountree, P.C.'s 2025 Form 5500 as plan administrator.

ANA Rountree — 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

Rountree & Rountree, P.C.'s EIN is 58-2664988.

EIN 58-2664988

Plan number 001

Plan year 2025

ACK ID 20260511152327NAL0011984546001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rountree & Rountree, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rountree & Rountree, P.C.'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 & ROUNTREE, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ROUNTREE & ROUNTREE, P.C.

EIN

all filings

Address

27 COURTHOUSE SQUARE · DALLAS, GA · 30132

Phone

(770) 443-6060

Industry

Law Offices· Professional & Technical Services

Plan administrator