Original filing (PDF)20250425150143NAL0014721184001

ROMAGNA WEALTH MANAGEMENT GROUP LLC

Name: ROMAGNA WEALTH MANAGEMENT GROUP LLC — RWMG LLC 401(K) PLAN, Form 5500 (2024)
Creator: ROMAGNA WEALTH MANAGEMENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

RWMG LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

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.

Plan sponsor

Name

ROMAGNA WEALTH MANAGEMENT GROUP LLC

EIN

86-1356280

Address

N88 W16447 MAIN STREET · SUITE 400 · MENOMONEE FALLS, WI · 53051

Phone

(262) 372-9501

Industry

Finance & Insurancesee all

Plan administrator