Original filing (PDF)20251009171749NAL0011455008001

ROMANO & ROMANO FINANCIAL, LLC

Name: ROMANO & ROMANO FINANCIAL, LLC — ROMANO & ROMANO FINANCIAL, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ROMANO & ROMANO FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

ROMANO & ROMANO FINANCIAL, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROMANO & ROMANO FINANCIAL, LLC.

Plan sponsor

Name

ROMANO & ROMANO FINANCIAL, LLC

EIN

47-1485921

Address

1120 WELSH ROAD SUITE 180 · NORTH WALES, PA · 19454

Phone

(215) 646-1772

Industry

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SHADE TREE ADVISORS LLC

SHADE TREE ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

$4.2M · 62 participants

INTELLIGENCE DRIVEN ADVISERS, LLC

INTELLIGENCE DRIVEN ADVISERS, LLC 401(K) PLAN

$4.2M · 22 participants

BIENVILLE CAPITAL MANAGEMENT, LLC

BIENVILLE CAPITAL MANAGEMENT, LLC RETIREMENT TRUST

$4.2M · 26 participants

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC 401(K) PLAN

$4.2M · 6 participants

CHAMBERLAIN CONSULTING GROUP II, LLC