Rom Technologies, Inc. Retirement Plan
Sponsored by Rom Technologies, Inc. · EIN 844142031 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 458
- With balances
- 237
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $20,118 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,458 |
| The Patriot Financial Group | Investment advisory (plan) | $8,909 |