Sponsor portfolio
ROUNDHILL FINANCIAL INC.
EIN 83-1890375Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
15
154 W 14TH ST, FLOOR 2 - NEW YORK, NY 10011917-536-3505
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 | ROUNDHILL FINANCIAL 401(K) P/S PLAN | 401k | $1.2M | 15 | 2025 |
Retirement plans