Roundabout Entertainment Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Roundabout Entertainment Inc · EIN 954398600 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 131
- With balances
- 146
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Advisory Services Llc CRD 285648 | fuzzy_auto · 95% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors Llc | Investment advisory (participants) | $18,625 |
| Cetera Investment Advisers Llc | Investment advisory (participants) | $16,173 |
| Paychex, Inc. | Recordkeeping | $11,963 |