AUMdb

The Romine Group, Inc. 401(k) Plan

Sponsored by The Romine Group · EIN 320015643 · Plan #001

Total assets
$39.4M
Net assets
$39.4M
Active participants
1,236
With balances
1,576

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors Investment advisory (participants) $19,313
Barclay Planning Group Plan administrator $0
Morningstar Investment Adviser Mngm Investment advisory (participants) $0