Plan5500

Roundtower Technologies 401(K) Plan — Form 5500 plan (Rtt Operating Companies Holdco, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roundtower Technologies 401(K) Plan is a benefit plan reported by Rtt Operating Companies Holdco, LLC under EIN 81-0941654 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $10,037,524 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10MPlan net assets, end of year$10,037,195
Participants481Covered participants reported
Assets / participant$20.9KComputed: assets ÷ participants$20,868 (computed)
Provider compensation$80.1K3 Schedule C provider row(s)$80,093
Plan sponsor
Rtt Operating Companies Holdco, LLC
EIN
81-0941654
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    481 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$329
Money in vs. money out
Total income / additions$10.4M
Total expenses$27.9M
Benefits paid / distributions$27.8M
Contributions
Employer$1.6M
Participant$3.5M
Full reported line items

Net assets

Total assets (EOY)
$10,037,524
Total liabilities (EOY)
$329
Net assets (EOY)
$10,037,195
Net assets (BOY)
$27,566,566

Income & contributions

Employer contributions
$1,565,470
Participant contributions
$3,472,937
Total contributions
$5,887,926
Total income / additions
$10,373,777

Expenses & distributions

Benefits paid
$27,821,480
Administrative expenses
$80,093
Total expenses
$27,903,148
Net increase / (decrease)
-$17,529,371
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Total expenses ÷ net assets278%Computed ratio
Benefits paid ÷ total income268%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    First Financial Bank Na$59.4K
    ADVISOR · Direct $59.4K
  2. 2
    Fidelity Investments Institutional$12.4K
    RECORDKEEPER · Direct $12.4K · Indirect $0
  3. 3
    Strategic Advisors, Inc.$8.3K
    ADVISOR · Direct $8.3K

What to inspect next

Frequently asked questions

Who sponsors the Roundtower Technologies 401(K) Plan?
Roundtower Technologies 401(K) Plan is reported as sponsored by Rtt Operating Companies Holdco, LLC (EIN 81-0941654, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Roundtower Technologies 401(K) Plan?
The latest Form 5500 filing year loaded for Roundtower Technologies 401(K) Plan is 2023.
How many participants does Roundtower Technologies 401(K) Plan report?
Roundtower Technologies 401(K) Plan reports 481 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Roundtower Technologies 401(K) Plan?
Roundtower Technologies 401(K) Plan reports $10,037,524 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages