How big is Roundtree & Associates, Inc.'s plan?

Roundtree & Associates, Inc.'s plan reported $3.2M in assets and 4 participants for 2024.

Original filing (PDF)20251014101706NAL0002599873001

Roundtree & Associates, Inc.

Name: Roundtree & Associates, Inc. — Roundtree and, Form 5500 (2024)
Creator: Roundtree & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roundtree and Associates, Inc. 401(k) Savings Plan

401(k) retirement plan · Roundtree & Associates, Inc.'s Roundtree and Associates, Inc. 401(k) Savings Plan held $3.2M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Brian Roundtree signed Roundtree & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Brian Roundtree — 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

Roundtree & Associates, Inc.'s EIN is 64-0783637.

EIN 64-0783637

Plan number 001

Plan year 2024

ACK ID 20251014101706NAL0002599873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roundtree & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roundtree & Associates, Inc.'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 ROUNDTREE & ASSOCIATES, INC..

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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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ROUNDTREE & ASSOCIATES, INC.

EIN

all filings

Address

210 TRACE COLONY PARK DRIVE · RIDGELAND, MS · 39157

Phone

(601) 355-4530

Industry

Mining, Quarrying, Oil & Gas

Plan administrator