# Round Room Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/round-room-holdings-inc-401k-plan

> Round Room Holdings, INC.'s 401(k) plan: 1,421 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| INVST|NONE|$114,662|—|$114,662|

| AMERITAS LIFE INSURANCE CORP|NONE|$60,929|—|$60,929|

| CHARLES SCHWAB BANK|NONE|$8,661|—|$8,661|

| DULIN WARD & DEWALD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERITAS LIFE INSURANCE CORP](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [DULIN WARD & DEWALD](https://planprovider.pro/provider/dulin-ward-and-dewald-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $184,252

- **Estimated Expense Ratio:** 0.359% of plan assets

### 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|—|—|

## Similar Plans

- [Schurz Communications, INC.](https://planprovider.pro/companies/schurz-communications-inc-401k-plan) — 504 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/round-room-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro