Roundhouse Communities 401(k) match, vesting and fees
What Roundhouse Communities' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Betterment for Business, LLC | Schedule C ↗ |
| Independent auditor | Sorren Cpas, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Roundhouse Communities: employer contribution per participant | $2,018 | |
| Peer median | $2,411 |
| Roundhouse Communities: average balance | $18,856 | |
| Peer median | $61,921 |
| Roundhouse Communities: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.3M at the end of plan year 2021 to $3.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 194 | $3.5M | $377K | $2,018 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 160 | $2.3M | $244K | $1,607 | 0.26% | Not published | 5500-SF ↗ |
| 2022 | 111 | $1.6M | $161K | $1,640 | 0.36% | Not published | 5500-SF ↗ |
| 2021 | 87 | $1.3M | $23K | $847 | 0.20% | Not published | 5500-SF ↗ |
Common questions
Does Roundhouse Communities match 401(k) contributions?
The match terms for the Roundhouse Communities LLC 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $377K in employer contributions, about $2,018 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Roundhouse Communities 401(k) match vested?
The vesting schedule for the Roundhouse Communities LLC 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Roundhouse Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Betterment for Business, LLC. The plan administrator is Roundhouse Communities LLC.
I left Roundhouse Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Roundhouse Communities LLC, (208) 519-5012) or the recordkeeper, Betterment for Business, LLC. The Roundhouse Communities old 401(k) page lists the contacts from every plan filing. Find an old Roundhouse Communities 401(k)
Data from the public Form 5500 annual reports Roundhouse Communities filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Roundhouse Communities. Not financial advice. Report a correction · Methodology