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TARA ROMERO — TARA ROMERO 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230425122216NAL0005727123001
TARA ROMERO
Form 5500-SF
FILING_RECEIVED
TARA ROMERO 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
1
Plan assets (EOY)
$956
Net assets (EOY)
$956
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TARA ROMERO
.
Find decision makers
Plan sponsor
Name
TARA ROMERO
EIN
01-0905736
Address
3101 BAYSHORE RD STE 40 · BENICIA, CA · 94510
Phone
(707) 751-1830
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-04-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
J MICHAEL REYNOLDS
J MICHAEL REYNOLDS 401(K) PROFIT SHARING PLAN & TRUST
$955 · 2 participants
PREMIER CLOSING AND SETTLEMENT
PREMIER CLOSING AND SETTLEMENT 401(K) PROFIT SHARING PLAN & TRUST
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ADVANCED CANCER THERAPEUTICS
ADVANCED CANCER THERAPEUTICS CBS BENEFIT PLAN
$958 · 2 participants
PAYCORP HR, INC.
PAYCORP HR, INC. 401(K) PLAN
$959 · 109 participants
SEMIFORE INC
SEMIFORE INC 401(K) PROFIT SHARING PLAN & TRUST
65
Knocking points off
Only 17% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$960 · 5 participants
CAMBRIA PROPERTY MANAGEMENT
CAMBRIA PROPERTY MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
$962 · 2 participants
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$88.3B
