# Romco Equipment Company 401(k) Plan
Source: https://planprovider.pro/companies/romco-equipment-company-401k-plan

> Romco Equipment Company's 401(k) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/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|—|—|—|

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