How big is Roundtable Strategy LLC's plan?

Roundtable Strategy LLC's plan reported $79K in assets and 3 participants for 2024.

Original filing (PDF)20251015112647NAL0004710177001

Roundtable Strategy LLC

Name: Roundtable Strategy LLC — Roundtable Strategy LLC, Form 5500 (2024)
Creator: Roundtable Strategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roundtable Strategy LLC 401(k) Plan

401(k) retirement plan · Roundtable Strategy LLC's Roundtable Strategy LLC 401(k) Plan held $79K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

Plan identifiers

Roundtable Strategy LLC's EIN is 92-1513752.

EIN 92-1513752

Plan number 001

Plan year 2024

ACK ID 20251015112647NAL0004710177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roundtable Strategy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roundtable Strategy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 STRATEGY 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