The Romine Group, Inc. 401(K) Plan — Form 5500 plan (The Romine Group)
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, The Romine Group, Inc. 401(K) Plan is a benefit plan reported by The Romine Group under EIN 32-0015643 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,358 participants and $33,667,399 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Romine Group
- EIN
- 32-0015643
- Plan number
- 001
- Plan type
- 2
- Location
- Utica, MI
- Latest filing year
- 2023
- Participants
- 1,358
- End-of-year plan assets
- $33,667,399
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,358 | H, C | 20250415153939NAL0006658610001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,667,399
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,667,399
- Net assets (BOY)
- $27,534,910
Income & contributions
- Employer contributions
- $1,793,997
- Participant contributions
- $1,778,410
- Total contributions
- $3,578,795
- Total income / additions
- $7,608,055
Expenses & distributions
- Benefits paid
- $1,448,513
- Administrative expenses
- $27,053
- Total expenses
- $1,475,566
- Net increase / (decrease)
- $6,132,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Barclay Planning Group, LLC | TPA | $76,270 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $8,261 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $3,522 | $0 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $3,522 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Romine Group
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Utica, MI
- Barclay Planning Group, LLC — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation