Back to filter
Original filing (PDF)20250722125204NAL0003544576001
EISEN AND ROME, PC
Form 5500-SF
FILING_RECEIVED
EISEN AND ROME, PC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EISEN AND ROME, PC.
Plan sponsor
Name
EISEN AND ROME, PC
EIN
52-1561592
Address
ONE THOMAS CIRCLE NW, SUITE 100 · WASHINGTON, DC · 20005
Phone
(202) 659-2822
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
SOUTHERN WINDING SERVICE, INC.
SOUTHERN WINDING SERVICE, INC. 401(K) PLAN
$1.3M · 17 participants
OCAQUATICS MANAGEMENT, INC.
OCAQUATICS MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.3M · 57 participants
THE MOSS GROUP, INC.
THE MOSS GROUP, INC. 401(K) PLAN
$1.3M · 15 participants
323 SYSTEMS, LLC
323 SYSTEMS, LLC 401(K) PLAN
$1.3M · 3 participants
HERREN TALKS, INC.
HERREN TALKS, INC. DEFINED BENEFIT PENSION PLAN
$1.3M · 3 participants
METROPOLITAN CLUB
METROPOLITAN CLUB 401(K) PLAN
$1.3M · 41 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
