Original filing (PDF)20250728134446NAL0002125889001

ROUNDTABLE INVESTMENT PARTNERS LLC

Name: ROUNDTABLE INVESTMENT PARTNERS LLC — ROUNDTABLE INVESTMENT PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: ROUNDTABLE INVESTMENT PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

ROUNDTABLE INVESTMENT PARTNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROUNDTABLE INVESTMENT PARTNERS LLC.

Plan sponsor

Name

ROUNDTABLE INVESTMENT PARTNERS LLC

EIN

75-3158076

Address

1407 BROADWAY · SUITE 448 · NEW YORK, NY · 10018

Phone

(212) 488-5474

Industry

Finance & Insurancesee all

Plan administrator