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Original filing (PDF)20250917100510NAL0000472770001
ROMANO CHRYSLER, JEEP, INC.
Form 5500
FILING_RECEIVED
ROMANO AUTO NETWORK 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
337
Accounts w/ balance
237
Plan assets (EOY)
$22.2M
Net assets (EOY)
$22.2M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROMANO CHRYSLER, JEEP, INC..
Plan sponsor
Name
ROMANO CHRYSLER, JEEP, INC.
EIN
16-1024261
Address
215 WEST GENESEE STREET · FAYETTEVILLE, NY · 13066
Phone
(315) 637-3101
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BONADIO & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $22.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America | — | — | — | $5.3M | 23.9% | |
| American Funds Washington Mutual Investors | — | — | — | $3.9M | 17.6% | |
| American Funds EuroPacific Growth | — | — | — | $2.7M | 12.1% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $1.7M | 7.8% | |
| American Funds Income Fund of America | — | — | — | $1.4M | 6.4% | |
| Neuberger Berman Genesis | — | — | — | $1.3M | 5.8% | |
| American Funds Target Date 2045 | — | — | — | $891K | 4.0% | |
| American Funds Target Date 2055 | — | — | — | $699K | 3.2% | |
| American Funds American Balanced | — | — | — | $635K | 2.9% | |
| PIMCO Total Return Fund | — | — | — | $631K | 2.8% | |
| American Funds Capital World Growth and Income Fund | — | — | — | $609K | 2.7% | |
| Great West Life & Annuity Insurance Company Fixed Account | — | — | — | $484K | 2.2% | |
| American Funds Target Date 2025 | — | — | — | $412K | 1.9% | |
| American Funds Target Date 2040 | — | — | — | $360K | 1.6% | |
| various dates through October 2029 | — | — | — | $353K | 1.6% | |
| American Funds Target Date 2050 | — | — | — | $278K | 1.3% | |
| American Funds Target Date 2060 | — | — | — | $205K | 0.9% | |
| American Funds American High Income Trust Fund | — | — | — | $104K | 0.5% | |
| American Funds Target Date 2030 | — | — | — | $77K | 0.3% | |
| American Funds Target Date 2035 | — | — | — | $53K | 0.2% | |
| American Funds Target Date 2065 | — | — | — | $42K | 0.2% |
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