Original filing (PDF)20250925175323NAL0020138322001

ROMEO & JULIETTE, INC.

Name: ROMEO & JULIETTE, INC. — ROMEO & JULIETTE, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: ROMEO & JULIETTE, INC.

Form 5500-SF

FILING_RECEIVED

ROMEO & JULIETTE, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROMEO & JULIETTE, INC..

Plan sponsor

Name

ROMEO & JULIETTE, INC.

EIN

94-3118719

Address

7524 OLD AUBURN ROAD · CITRUS HEIGHTS, CA · 956103806

Phone

(916) 726-4413

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

KEYSTONE LEATHER DISTRIBUTORS, LLC

KEYSTONE LEATHER 401(K) PLAN

$3.8M · 10 participants

STANBEE COMPANY, INC.

STANBEE COMPANY INC. 401(K) PLAN

$3.9M · 3 participants

WEST COAST SHOE COMPANY

WEST COAST SHOE COMPANY PROFIT SHARING PLAN

$3.9M · 21 participants

MONTELLO HEEL MFG., INC.

MONTELLO HEEL MFG., INC. PROFIT SHARING PLAN

$3.4M · 20 participants

COBIAN CORPORATION

COBIAN CORPORATION PROFIT SHARING PLAN

$4.0M · 18 participants