Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
ROUND HILL ASSET MANAGEMENT
EIN 13-3337981financial servicesLatest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
15
180 SOUTH LAKE AVENUE, SUITE 305 - PASADENA, CA 91101626-431-2685rhill.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ROUND HILL ASSET MANAGEMENT RETIREMENT DB PLAN & TRUST
TraditionalDB
Assets$7.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST
401k
Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ROUND HILL ASSET MANAGEMENT RETIREMENT DB PLAN & TRUST | TraditionalDB | $7.3M | 7 | 2025 | |
| 001 | ROUND HILL ASSET MANAGEMENT RETIREMENT DC PLAN & TRUST | 401k | $2.6M | 8 | 2025 |
Retirement plans