Plan Ledger DOL Form 5500 · updated monthly

Round Room Holdings, Inc.401(k)

ROUND ROOM HOLDINGS, INC. 401(K) PROFIT SHARING PLAN · FISHERS, IN · plan year 2024

Reported admin expense ratio · 2024
0.40%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Round Room Holdings, Inc. reported $184,252 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,020 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.43% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 284th-largest of 1,562 plans among Indiana employers on file, and the 506th of 2,199 in information & media. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,307,350
Participants with balances983
Active participants1,421
Employer contributions$2,871,083
Employee contributions$4,573,222
Employer contribution per active participant$2,020
Average account balance$52,195
Benefits paid to participants$3,524,711
Plan auditUnmodified (clean) audit opinion
AuditorDULIN WARD & DEWALD
Plan history3
Yearassets · accounts · employer contribution
2024$51.3M · 983 accts · $2.9M emplr
2023$41.7M · 953 accts · $2.7M emplr
2022$30.9M · 898 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,929
Investment management$114,662
Trustee / custodial$8,661
Total administrative$184,252
The Round Room Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,020
Median for plans this size$2,416
2024$2,020 per active participant
2023$1,979 per active participant
2022$1,831 per active participant

Round Room Holdings, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$60,929
INVST · Investment advisory (participants) · Investment advisory (plan)$114,662
CHARLES SCHWAB BANK · Custodial (securities) · Loan processing$8,661

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ameritas
2023Ameritas

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Administrative cost history3
2024$184,252 · 0.40%
2023$150,008 · 0.41%
2022$139,713 · 0.43%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 474670699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.