How big is Romagna Wealth Management Group LLC's plan?

Romagna Wealth Management Group LLC's plan reported $1.0M in assets and 9 participants for 2025.

Original filing (PDF)20260504122534NAL0004138705001

Romagna Wealth Management Group LLC

Name: Romagna Wealth Management Group LLC — RWMG LLC, Form 5500 (2025)
Creator: Romagna Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RWMG LLC 401(k) Plan

401(k) retirement plan · Romagna Wealth Management Group LLC's RWMG LLC 401(k) Plan held $1.0M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Steven Romagna signed Romagna Wealth Management Group LLC's 2025 Form 5500 as plan administrator.

Steven Romagna — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Romagna Wealth Management Group LLC's EIN is 86-1356280.

EIN 86-1356280

Plan number 001

Plan year 2025

ACK ID 20260504122534NAL0004138705001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Romagna Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Romagna Wealth Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROMAGNA WEALTH MANAGEMENT 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