Original filing (PDF)20250927055718NAL0010646944001

Romero & Weiner PC

Name: Romero & Weiner PC — Romero & Weiner PC 401(k), Form 5500 (2024)
Creator: Romero & Weiner PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Romero & Weiner PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Romero & Weiner PC's Romero & Weiner PC 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROMERO & WEINER PC.

Plan sponsor

Name

ROMERO & WEINER PC

EIN

45-2781062all filings

Address

460 SAINT MICHAELS DR STE 1201 · SANTA FE, NM · 875058605

Phone

(505) 424-7200

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