Original filing (PDF)20250620130200NAL0009741074001

KATHLEEN ROMA & ASSOCIATES PLLC

Name: KATHLEEN ROMA & ASSOCIATES PLLC — ROMA CPA 401K, Form 5500 (2024)
Creator: KATHLEEN ROMA & ASSOCIATES PLLC

Form 5500-SF

FILING_RECEIVED

ROMA CPA 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHLEEN ROMA & ASSOCIATES PLLC.

Plan sponsor

Name

KATHLEEN ROMA & ASSOCIATES PLLC

EIN

52-2224400

Address

379 E SHORE DRIVE · STE 100 · EAGLE, ID · 83616

Phone

(208) 323-8322

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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