Round Room Holdings, Inc. 401(k) Profit Sharing Plan
Sponsored by Round Room Holdings, Inc. · EIN 474670699 · Plan #001
- Total assets
- $51.3M
- Net assets
- $51.3M
- Active participants
- 1,421
- With balances
- 983
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Invst, Llc CRD 282863 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Invst | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $114,662 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $60,929 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $8,661 |