How big is Roundhill Financial Inc.'s plan?

Roundhill Financial Inc.'s plan reported $754K in assets and 7 participants for 2024.

Original filing (PDF)20250721150309NAL0002112720001

Roundhill Financial Inc.

Name: Roundhill Financial Inc. — Roundhill Financial, Form 5500 (2024)
Creator: Roundhill Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roundhill Financial 401(k) P/S Plan

401(k) retirement plan · Roundhill Financial Inc.'s Roundhill Financial 401(k) P/S Plan held $754K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$754K

Net assets (EOY)

$754K

People on this filing

Timothy Maloney signed Roundhill Financial Inc.'s 2024 Form 5500 as plan administrator.

Timothy Maloney — 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

Roundhill Financial Inc.'s EIN is 83-1890375.

EIN 83-1890375

Plan number 001

Plan year 2024

ACK ID 20250721150309NAL0002112720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roundhill Financial Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roundhill Financial Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROUNDHILL FINANCIAL INC..

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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