Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROUNDVIEW CAPITAL, LLC
EIN 26-2457538investment managementLatest filing 2025
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
23
182 NASSAU STREET - SUITE 201 - PRINCETON, NJ 08542609-688-9500roundviewcapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.6M assets / 23 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
ROUNDVIEW CAPITAL, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$9.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROUNDVIEW CAPITAL, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.8M
Participants9
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 | ROUNDVIEW CAPITAL, LLC 401(K) PROFIT SHARING PLAN | 401k | $9.8M | 14 | 2025 | |
| 003 | ROUNDVIEW CAPITAL, LLC CASH BALANCE PENSION PLAN | CashBalance | $3.8M | 9 | 2025 |
Retirement plans