Plan Snapshot
- Plan Sponsor: Round Room Holdings, INC.
- Sponsor EIN: 474670699
- Sponsor Address: 10300 KINCAID DRIVE, FISHERS, IN, 46037
- Plan Type: 401(k)
- Total Participants: 1,421
- Total Assets: $51.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,421 | $51.3M | $2.9M | $4.6M |
| 2023 | 1,382 | $41.7M | $2.7M | $4.3M |
| 2022 | 1,327 | $30.9M | $2.4M | $3.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| DULIN WARD & DEWALD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DULIN WARD & DEWALD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $184,252 | $114,662 | $60,929 | — | — |
| 2023 | $150,008 | $85,892 | $40,663 | — | — |
| 2022 | $139,713 | $75,946 | $63,767 | — | — |