How big is The Rotunda Group, LLC's plan?

The Rotunda Group, LLC's plan reported $1.8M in assets and 3 participants for 2024.

Original filing (PDF)20250528165039NAL0007252929001

The Rotunda Group, LLC

Name: The Rotunda Group, LLC — The Rotunda Group 401(k), Form 5500 (2024)
Creator: The Rotunda Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Rotunda Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Rotunda Group, LLC's The Rotunda Group 401(k) Profit Sharing Plan held $1.8M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

The Rotunda Group, LLC's EIN is 76-0730114.

EIN 76-0730114

Plan number 001

Plan year 2024

ACK ID 20250528165039NAL0007252929001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Rotunda Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Rotunda Group, LLC'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 THE ROTUNDA GROUP, LLC.

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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