Sponsor portfolio
ROUNDTREE & ASSOCIATES, INC.
EIN 64-0783637Mining, Quarrying, and Oil and Gas ExtractionLatest filing 2024
Plans
1
Retirement
1
$3.2M assets
Welfare
0
Participants
7
210 TRACE COLONY PARK DRIVE - RIDGELAND, MS 39157601-355-4530
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROUNDTREE AND ASSOCIATES, INC. 401(K) SAVINGS PLAN | 401k | $3.2M | 7 | 2024 |
Retirement plans