How big is Romero Institute's plan?

Romero Institute's plan reported $278K in assets and 8 participants for 2024.

Original filing (PDF)20251009151730NAL0015902194001

Romero Institute

Name: Romero Institute — Romero Institute 403(b) Plan, Form 5500 (2024)
Creator: Romero Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Romero Institute 403(b) Plan

Defined-contribution retirement plan · Romero Institute's Romero Institute 403(b) Plan held $278K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

Plan identifiers

Romero Institute's EIN is 95-3527131.

EIN 95-3527131

Plan number 002

Plan year 2024

ACK ID 20251009151730NAL0015902194001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Romero Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Romero Institute's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROMERO INSTITUTE.

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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