How big is Guerrieri, Bartos & ROMA, P.C.'s plan?

Guerrieri, Bartos & ROMA, P.C.'s plan reported $10.3M in assets and 5 participants for 2024.

Original filing (PDF)20250730093128NAL0001805299001

Guerrieri, Bartos & ROMA, P.C.

Name: Guerrieri, Bartos & ROMA, P.C. — Guerrieri Bartos &, Form 5500 (2024)
Creator: Guerrieri, Bartos & ROMA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guerrieri Bartos & ROMA PC Employees' 401(k) Profit Sharing Plan

401(k) retirement plan · Guerrieri, Bartos & ROMA, P.C.'s Guerrieri Bartos & ROMA PC Employees' 401(k) Profit Sharing Plan held $10.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

People on this filing

Jeffrey Bartos signed Guerrieri, Bartos & ROMA, P.C.'s 2024 Form 5500 as plan administrator.

Jeffrey Bartos — 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

Guerrieri, Bartos & ROMA, P.C.'s EIN is 52-1403822.

EIN 52-1403822

Plan number 002

Plan year 2024

ACK ID 20250730093128NAL0001805299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Guerrieri, Bartos & ROMA, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Guerrieri, Bartos & ROMA, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUERRIERI, BARTOS & ROMA, P.C..

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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 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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

GUERRIERI, BARTOS & ROMA, P.C.

EIN

all filings

Address

1717 K STREET NW · SUITE 900 · WASHINGTON, DC · 20006

Phone

(202) 624-7400

Industry

Professional & Technical Services

Plan administrator