Original filing (PDF)20250611055612NAL0025631712001

PETER ROMEO ENTERPRISES LLC

Name: PETER ROMEO ENTERPRISES LLC — PETER ROMEO ENTERPRISES 401(K), Form 5500 (2024)
Creator: PETER ROMEO ENTERPRISES LLC

Form 5500-SF

FILING_RECEIVED

PETER ROMEO ENTERPRISES 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER ROMEO ENTERPRISES LLC.

Plan sponsor

Name

PETER ROMEO ENTERPRISES LLC

EIN

46-1349046all filings

Address

1112 SPRINGFIELD AVE · MOUNTAINSIDE, NJ · 07092

Phone

(201) 906-7376

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MASON HAMILTON INSURANCE, LLC

MASON HAMILTON INSURANCE, LLC 401(K) PLAN

$6K · 4 participants

ANDRES ORDAZ INSURANCE AGENCY INC

ANDRES ORDAZ INSURANCE AGENCY INC 401K PLAN

$6K · 10 participants

RYAN SCOTT SUSSMAN AGENCY

RYAN SCOTT SUSSMAN AGENCY 401(K) PLAN

$6K · 1 participants

STREET INSURANCE AGENCY LLC

STREET INSURANCE AGENCY - 401(K)

$6K · 3 participants

ALEX MILLER ALLSTATE AGENCY

ALEX MILLER ALLSTATE AGENCY 401K PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.