How big is Roman Financial Limited's plan?

Roman Financial Limited's plan reported $3.9M in assets and 3 participants for 2025.

Original filing (PDF)20260505123222NAL0000708339001

Roman Financial Limited

Name: Roman Financial Limited — Roman Financial Limited, Form 5500 (2025)
Creator: Roman Financial Limited
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roman Financial Limited Defined Benefit Plan

Defined-benefit pension plan · Roman Financial Limited's Roman Financial Limited Defined Benefit Plan held $3.9M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Joseph Stueber signed Roman Financial Limited's 2025 Form 5500 as plan administrator.

Joseph Stueber — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Roman Financial Limited's EIN is 20-0874152.

EIN 20-0874152

Plan number 002

Plan year 2025

ACK ID 20260505123222NAL0000708339001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roman Financial Limited from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roman Financial Limited's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROMAN FINANCIAL LIMITED.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score