# Paul E Roman PA 401(k) Plan
Source: https://planprovider.pro/companies/paul-e-roman-pa-401k-plan

> Paul E Roman PA's 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Paul E Roman PA

- **Sponsor EIN:** 651090350

- **Sponsor Address:** 1800 N MILITARY TRL STE 120, BOCA RATON, FL, 334316376

- **Plan Type:** 401(k)

- **Total Participants:** 2

- **Total Assets:** $63,956

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2|$63,956|$8,965|$33,615|

| 2024|2|$977,505|$4,703|$24,829|

| 2023|2|$853,798|$9,851|$32,377|

| 2022|2|$767,789|$8,866|$29,274|

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