Plan5500

Roman 401(K) Plan — Form 5500 plan (Roman Health Ventures, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roman 401(K) Plan is a benefit plan reported by Roman Health Ventures, Inc. under EIN 82-1285516 and plan number 001. The latest loaded filing year is 2023. The filing reports 818 participants and $30,584,937 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Roman Health Ventures, Inc.
EIN
82-1285516
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
818
End-of-year plan assets
$30,584,937

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023818H, C20241015105205NAL0014432963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,584,937
Total liabilities (EOY)
$0
Net assets (EOY)
$30,584,937
Net assets (BOY)
$20,520,703

Income & contributions

Employer contributions
$2,872,749
Participant contributions
$5,732,594
Total contributions
$9,570,590
Total income / additions
$14,099,384

Expenses & distributions

Benefits paid
$3,874,814
Administrative expenses
$129,434
Total expenses
$4,035,150
Net increase / (decrease)
$10,064,234

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$83,265not reported in the loaded dataset2023
Sequoia Benefits LLCRECORDKEEPER$46,171not reported in the loaded dataset2023

Related Form 5500 pages