Roman 401(k) Plan
Sponsored by Roman Health Ventures, Inc. · EIN 821285516 · Plan #001
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 489
- With balances
- 870
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 94% | 2024 |
| Human Interest Advisors Llc CRD 269875 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $84,316 |
| Human Interest Advisor Llc | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $72,015 |