How big is Roundtable Holdings LLC's plan?

Roundtable Holdings LLC's plan reported $543K in assets and 55 participants for 2025.

Original filing (PDF)20260416170156NAL0022786528001

Roundtable Holdings LLC

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

Form 5500-SF

FILING_RECEIVED

Roundtable Holdings LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Roundtable Holdings LLC's Roundtable Holdings LLC 401(k) Profit Sharing Plan & Trust held $543K in plan assets for 55 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

People on this filing

James W Williams Jr. signed Roundtable Holdings LLC's 2025 Form 5500 as plan administrator.

James W Williams Jr. — 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

Roundtable Holdings LLC's EIN is 81-1782265.

EIN 81-1782265

Plan number 001

Plan year 2025

ACK ID 20260416170156NAL0022786528001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roundtable Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roundtable Holdings 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 ROUNDTABLE HOLDINGS 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