· 2022–2024 · DOL EFAST2

Angela Romero Insurance Agency — ARIA 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20250929155433NAL0027185282001

Angela Romero Insurance Agency

Form 5500-SF

FILING_RECEIVED

ARIA 401(k) Plan

401(k) retirement plan · Angela Romero Insurance Agency's ARIA 401(k) Plan held $490K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANGELA ROMERO INSURANCE AGENCY.

Plan sponsor

Name

ANGELA ROMERO INSURANCE AGENCY

EIN

75-2971785all filings

Address

12231 ACADEMY RD NE #301 PMB 318 · ALBUQUERQUE, NM · 87111

Phone

(505) 821-9330

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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