What public Form 5500 filings show about the Roman Health Ventures, Inc. 401(k) plan — and how to find and check your own account.
Roman Health Ventures, Inc. (EIN 82-1285516) reports ROMAN 401(K) PLAN on its most recent Form 5500, with $39.9M in plan assets across 489 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Roman Health Ventures, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Roman Health Ventures, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HUMAN INTEREST ADVISOR.
