Plan Snapshot
- Plan Sponsor: Rom Technologies, INC.
- Sponsor EIN: 844142031
- Sponsor Address: 101 SILVERMINE ROAD, BROOKFIELD, CT, 06804
- Plan Type: DC
- Total Participants: 458
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 458 | $5.0M | $241,332 | $1.5M |
| 2023 | 444 | $3.0M | $0 | $1.0M |
| 2022 | 289 | $1.6M | $0 | $267,370 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KAHN, LITWIN, RENZA & CO., LTD. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $38,485 | $18,367 | — | — | — |
| 2023 | $20,318 | $10,368 | — | — | — |
| 2022 | $7,928 | $1,958 | — | — | — |