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ROMER BEVERAGE COMPANY — ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250829174847NAL0006381859001
ROMER BEVERAGE COMPANY
Form 5500-SF
FILING_RECEIVED
ROMER BEVERAGE COMPANY EMPLOYEES' RETIREMENT PLAN
401(k) retirement plan
Active participants
114
Accounts w/ balance
50
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROMER BEVERAGE COMPANY
.
Find decision makers
Plan sponsor
Name
ROMER BEVERAGE COMPANY
EIN
86-0448285
Address
2908 E. ANDY DEVINE AVE. · KINGMAN, AZ · 86401
Phone
(928) 249-1260
Industry
Wholesale Trade
see all
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
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2R · Participant-directed brokerage (SDBA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 44% as many balances as active participants — suggests many active employees aren't deferring.
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.
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 1 participants
MERVENNE BEVERAGE, INC.
MERVENNE BEVERAGE, INC. 401(K) PROFIT SHARING PLAN FOR BARGAINING UNIT EMPLOYEES
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