How big is The Romero Group, LLC's plan?

The Romero Group, LLC's plan reported $4.0M in assets and 69 participants for 2024.

Original filing (PDF)20250918183138NAL0002081296001

The Romero Group, LLC

Name: The Romero Group, LLC — The Romero Group 401(k) Plan, Form 5500 (2024)
Creator: The Romero Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Romero Group 401(k) Plan

401(k) retirement plan · The Romero Group, LLC's The Romero Group 401(k) Plan held $4.0M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

The Romero Group, LLC's EIN is 81-0696788.

EIN 81-0696788

Plan number 001

Plan year 2024

ACK ID 20250918183138NAL0002081296001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Romero Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Romero Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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