Roundtable Investment Partners LLC

EIN 75-3158076investment managementLatest filing 2025

Plans

Retirement

$1.4M assets

Welfare

Participants

1407 BROADWAY, SUITE 448 - NEW YORK, NY 10018212-488-5474roundtableip.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401(k)-$1.4M - 4 part

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Retirement#001

ROUNDTABLE INVESTMENT PARTNERS 401(K) PLAN

401(k)

Assets$1.4M

Participants4

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	ROUNDTABLE INVESTMENT PARTNERS 401(K) PLAN	401(k)	$1.4M	4	2025

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio