Romeo Rim, Inc. 401(k) Savings And Investment Plan
Sponsored by Romeo Rim, Inc. · EIN 382438198 · Plan #003
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 87
- With balances
- 124
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co. | Recordkeeping fees | $33,026 |
| Capfinancial Partners Llc | Investment advisory (plan) | $12,422 |
| Empower Advisory Group, Llc | Investment management | $9,393 |
| Cbiz Benefits & Ins Services | Contract administrator | $0 |