Plan Snapshot
- Plan Sponsor: Romco Equipment Company
- Sponsor EIN: 751316474
- Sponsor Address: 1519 W BELT LINE RD, CARROLLTON, TX, 75006
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $36.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 376 | $36.2M | $875,783 | $2.7M |
| 2023 | 341 | $27.7M | $747,555 | $2.4M |
| 2022 | 311 | $22.2M | $665,359 | $2.1M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,026 | — | $9,026 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,853 | — | $6,853 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,879
- Estimated Expense Ratio: 0.044% of plan assets
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 | $15,879 | $9,026 | — | — | — |
| 2023 | $16,284 | $10,546 | — | — | — |
| 2022 | $9,401 | $3,959 | — | — | — |