How big is Round Rock Advisors LLC's plan?

Round Rock Advisors LLC's plan reported $347K in assets and 17 participants for 2025.

Original filing (PDF)20260513220040NAL0007872737003

Round Rock Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Round Rock Advisors LLC 401(k) Plan

401(k) retirement plan · Round Rock Advisors LLC's Round Rock Advisors LLC 401(k) Plan held $347K in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

Plan identifiers

Round Rock Advisors LLC's EIN is 82-1105309.

EIN 82-1105309

Plan number 001

Plan year 2025

ACK ID 20260513220040NAL0007872737003

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Round Rock Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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