Plan Snapshot
- Plan Sponsor: Romeo-Rim, INC.
- Sponsor EIN: 382438198
- Sponsor Address: 74000 VAN DYKE RD, ROMEO, MI, 480653208
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 87 | $7.5M | $181,515 | $405,112 |
| 2023 | 90 | $6.6M | $208,223 | $443,861 |
| 2022 | 99 | $5.2M | $213,919 | $426,721 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $54,962 | — | $53,777 | — | — |
| 2023 | $46,873 | — | $44,547 | — | — |
| 2022 | $41,978 | — | $41,978 | — | — |