How big is Romana Wealth Partners, LLC's plan?

Romana Wealth Partners, LLC's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20251013182018NAL0000895091001

Romana Wealth Partners, LLC

Name: Romana Wealth Partners, LLC — Romana Wealth, Form 5500 (2024)
Creator: Romana Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Romana Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Romana Wealth Partners, LLC's Romana Wealth Partners, LLC 401(k) Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Samantha Balboni signed Romana Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Samantha Balboni — 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

Romana Wealth Partners, LLC's EIN is 99-4932345.

EIN 99-4932345

Plan number 001

Plan year 2024

ACK ID 20251013182018NAL0000895091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Romana Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Romana Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROMANA WEALTH PARTNERS, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off