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Original filing (PDF)20251012161801NAL0000122787001
ROMA LIMITED INC
Form 5500
FILING_RECEIVED
ROMA LIMITED, INC. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
26
Accounts w/ balance
0
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
9 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 ROMA LIMITED INC.
Plan sponsor
Name
ROMA LIMITED INC
EIN
66-0452933
Address
241 AVE ELEONOR · ROOSEVELT · SAN JUAN, PR · 00918
Phone
(787) 764-2120
Industry
Retail Tradesee all
Plan administrator
Name
ROMA LIMITED INC
EIN
66-0452933
City
SAN JUAN, PR
Phone
(787) 764-2120
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
9 pooled funds· $508K
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASSMUTUAL RETIRESMART BY JPM 2040 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $323K | 63.6% |
| MASSMUTUAL RETIRESMART BY JPM 2035 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $57K | 11.1% |
| MASSMUTUAL RETIRESMART BY JPM 2025 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $38K | 7.5% |
| MASSMUTUAL RETIRESMART BY JPM 2050 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $36K | 7.1% |
| MASSMUTUAL RETIRESMART BY JPM 2055 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $20K | 4.0% |
| MASSMUTUAL RETIRESMART BY JPM 2045 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0342299 / PN 000 | Pooled Separate Account | $19K | 3.8% |
| MASSMUTUAL RETIRESMART BY JPM 2020 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $13K | 2.5% |
| MASSMUTUAL RETIRESMART BY JPM 2030 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | $2K | 0.4% |
| MASSMUTUAL RETIRESMART BY JPM 2060 MASSMUTUAL LIFE INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | $31 | <0.1% |
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