# Holly C. Roundtree Certified Public Accountant DC Plan
Source: https://planprovider.pro/companies/holly-c-roundtree-certified-public-accountant-plan

> Holly C. Roundtree Certified Public Accountant's DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holly C. Roundtree Certified Public Accountant

- **Sponsor EIN:** 752173478

- **Sponsor Address:** 13355 NOEL ROAD, SUITE 1060, DALLAS, TX, 75240

- **Plan Type:** DC

- **Total Participants:** 1

- **Total Assets:** $1.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1|$1.4M|$0|$0|

| 2023|1|$1.1M|$0|$0|

| 2022|1|$952,966|$0|$0|

## Similar Plans

- [Rsmcpa Corp.](https://planprovider.pro/companies/rsmcpa-corp-401k-plan) — 1 participants

- [Woodcpa Plus PC](https://planprovider.pro/companies/woodcpa-plus-pc-401k-plan) — 1 participants

- [Layne A Wilkerson, PC 401(K)](https://planprovider.pro/companies/layne-a-wilkerson-pc-401-k-plan) — 1 participants

- [Larry R. Cook & Associates, P.C.](https://planprovider.pro/companies/larry-r-cook-associates-p-c-401k-plan) — 1 participants

- [Larry Gillilan, P.C.](https://planprovider.pro/companies/larry-gillilan-p-c-plan) — 1 participants

- [Howard, LLP](https://planprovider.pro/companies/howard-llp-401k-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/holly-c-roundtree-certified-public-accountant-plan)

© 2026 PlanProvider.Pro