Plan Snapshot
- Plan Sponsor: Tom Romano Insurance Agency, INC.
- Sponsor EIN: 953439607
- Sponsor Address: 1226 E. MAIN ST., ALHAMBRA, CA, 91801
- Plan Type: DC
- Total Participants: 8
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $4.1M | $50,000 | $0 |
| 2023 | 9 | $3.6M | $50,000 | $0 |
| 2022 | 9 | $3.3M | $50,000 | $0 |