How big is Margaret Romeo, DMD's plan?

Margaret Romeo, DMD's plan reported $1.1M in assets and 20 participants for 2024.

Original filing (PDF)20250630104752NAL0027318034001

Margaret Romeo, DMD

Name: Margaret Romeo, DMD — Margaret Romeo, DMD 401(k), Form 5500 (2024)
Creator: Margaret Romeo, DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margaret Romeo, DMD 401(k) Plan

401(k) retirement plan · Margaret Romeo, DMD's Margaret Romeo, DMD 401(k) Plan held $1.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Margaret Romeo, DMD's EIN is 59-3592170.

EIN 59-3592170

Plan number 001

Plan year 2024

ACK ID 20250630104752NAL0027318034001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Margaret Romeo, DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Margaret Romeo, DMD'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 MARGARET ROMEO, DMD.

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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

Knocking points off