Roman Health Ventures, Inc.'s EIN is 82-1285516.
Download the official 2024 Form 5500 (PDF) for Roman Health Ventures, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Roman Health Ventures, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-1737782 | OMAHA, NE | RECORDKEEPER | $84K | — |
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY TOTAL MARKET INDEX Mutual fund | Common Collective Trusts | — | — | $18.3M | 45.7% | |
| FIDELITY INTERNATIONAL INDEX Mutual fund | Mutual Funds | — | — | $9.7M | 24.3% | |
| VANGUARD REAL ESTATE INDEX ADMIRAL Mutual fund | Mutual Funds | — | — | $2.9M | 7.2% | |
| FIDELITY US BOND INDEX Mutual fund | Mutual Funds | — | — | $2.9M | 7.2% | |
| FIDELITY 500 INDEX Mutual fund | Common Collective Trusts | — | — | $1.6M | 3.9% | |
| FIDELITY INTERNATIONAL BOND IN Mutual fund | Mutual Funds | — | — | $1.3M | 3.2% | |
| FIDELITY LARGE CAP GROWTH IDX Mutual fund | Common Collective Trusts | — | — | $981K | 2.5% | |
| FIDELITY LARGE CAP VALUE INDEX Mutual fund | Mutual Funds | — | — | $241K | 0.6% | |
| VANGUARD DEVELOPED MARKETS Mutual fund | Mutual Funds | — | — | $230K | 0.6% | |
| FIDELITY MID CAP INDEX Mutual fund | Mutual Funds | — | — | $178K | 0.4% | |
| FIDELITY MID CAP GROWTH INDEX Mutual fund | Mutual Funds | — | — | $162K | 0.4% | |
| FIDELITY SMALL CAP GROWTH INDE Mutual fund | Mutual Funds | — | — | $129K | 0.3% | |
| FIDELITY SMALL CAP INDEX Mutual fund | Mutual Funds | — | — | $125K | 0.3% | |
| VANGUARD FTSE SOCIAL INDEX Mutual fund | Mutual Funds | — | — | $114K | 0.3% | |
| Schwab Money Market 4.08% | Mutual Funds | — | — | $111K | 0.3% | |
| Participants 4.25% to 9.50%; maturing through 2029 | Bonds / Notes | — | — | $109K | 0.3% | |
| DFA INTERNATIONAL VALUE I Mutual fund | Mutual Funds | — | — | $86K | 0.2% | |
| FIDELITY MID CAP VALUE INDEX Mutual fund | Mutual Funds | — | — | $78K | 0.2% | |
| VANGUARD EMERGING MKTS STOCK Mutual fund | Mutual Funds | — | — | $76K | 0.2% | |
| VANGUARD SHRT-TERM INFL-PROT Mutual fund | Mutual Funds | — | — | $54K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual fund | Mutual Funds | — | — | $52K | 0.1% | |
| FIDELITY SMALL CAP VALUE IDX Mutual fund | Common Collective Trusts | — | — | $37K | <0.1% | |
| FIDELITY US SUSTAINABILITY IDX Mutual fund | Common Collective Trusts | — | — | $29K | <0.1% | |
| DFA INTERNATIONAL SMALL COMPANY I Mutual fund | Mutual Funds | — | — | $15K | <0.1% | |
| BOND FUND OF AMERICA R6 Mutual fund 97 DFA GLOBAL REAL ESTATE SEC Mutual fund | Mutual Funds | — | — | $14K | <0.1% | |
| VANGUARD LONG- TERM BOND INDEX ADMIRAL Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| FIDELITY SHORT TERM BD INDEX Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
