Original filing (PDF)20260702103509NAL0017723600002

Roundtable Investment Partners LLC

Name: Roundtable Investment Partners LLC — Roundtable, Form 5500 (2025)
Creator: Roundtable Investment Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roundtable Investment Partners 401(k) Plan

401(k) retirement plan · Roundtable Investment Partners LLC's Roundtable Investment Partners 401(k) Plan held $1.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 (1st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th 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

75-3158076all filings

Address

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

Phone

(212) 488-5474

Industry

Finance & Insurance

Plan administrator