Plan Ledger DOL Form 5500 · updated monthly

Roundabout Entertainment Inc401(k)

ROUNDABOUT ENTERTAINMENT INC 401(K) PROFIT SHARING PLAN & TRUST · BURBANK, CA · plan year 2024

Reported admin expense ratio · 2024
1.00%

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

Roundabout Entertainment Inc reported $57,610 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. Employer contributions averaged $775 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 rose from 0.90% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,665th of 9,483), and 1,815th of 2,199 in information & media. In 2024, employees put in $5.68 for every $1.00 the employer contributed; active participation has grown from 114 to 131 since 2022.

Plan summary
Net assets, end of year$5,996,967
Participants with balances146
Active participants131
Employer contributions$101,589
Employee contributions$577,174
Employer contribution per active participant$775
Average account balance$41,075
Benefits paid to participants$830,323
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 146 accts · $102K emplr
2023$5.5M · 147 accts · $70K emplr
2022$4.2M · 120 accts · $53K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,567
Investment management$40,183
Trustee / custodial$860
Total administrative$57,610
The Roundabout Entertainment Inc 401(k) match · 2024
Employer contribution per active participant$775
Median for plans this size$1,313
2024$775 per active participant
2023$442 per active participant
2022$467 per active participant

Roundabout Entertainment Inc's 2024 employer contribution ran below the $1,313 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
PAYCHEX, INC. · Recordkeeping$11,963
CETERA ADVISORS LLC · Investment advisory (participants)$18,625
CETERA INVESTMENT ADVISERS LLC · Investment advisory (participants)$16,173

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

Recordkeeper by year2
2024Paychex
2023CETERA ADVISORS LLC, Paychex

This plan has changed recordkeepers within these filings. If you left Roundabout Entertainment Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,610 · 1.00%
2023$46,416 · 0.95%
2022$40,249 · 0.90%
Similar plansInformation & Media · California
Sidecar Health, Inc. CA$6.0M · 0.79%
Lilt, Inc. CA$6.0M · 0.01%
Callisto Media, Inc. CA$6.0M · 0.85%
Attn Inc CA$5.9M · 0.21%
Intellian 401K Plan CA$5.9M · 0.97%
Mob Scene, LLC CA$5.8M · 0.60%
Uplift, Inc. CA$5.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954398600 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.