Original filing (PDF)20250505104749NAL0005770163001

ROUNDTREE HOLDINGS, LLC

Name: ROUNDTREE HOLDINGS, LLC — ROUNDTREE HOLDINGS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ROUNDTREE HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

ROUNDTREE HOLDINGS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$148K

Net assets (EOY)

$148K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROUNDTREE HOLDINGS, LLC.

Plan sponsor

Name

ROUNDTREE HOLDINGS, LLC

EIN

88-4391461all filings

Address

240 E DAME AVE · HOMERVILLE, GA · 31634

Phone

(912) 218-2333

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

THOMAS MILLER MORTUARY, INC.

THOMAS MILLER MORTUARY, INC. CASH BALANCE PLAN

$148K · 14 participants

SALSER & DILLARD FUNERAL CHAPEL

SALSER & DILLARD FUNERAL CHAPEL 401(K) PLAN

$148K · 26 participants

SALSER & DILLARD FUNERAL CHAPEL, INC.

SALSER & DILLARD FUNERAL CHAPEL, INC. 401(K) PLAN

$148K · 26 participants

ALAMEDA FAMILY FUNERAL AND CREMATION,

ALAMEDA FAM. FUNERAL AND CREM. INC PROFIT SHARING PLAN

$149K · 6 participants

MICHAUD FUNERAL HOME & CREMATORIUM, LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.