P 401(k) Plan Report

Stable plan record

ROMEO HEATHERLY INSURANCE SERVICES RETIREMENT TRUST

Sponsored by ROMEO HEATHERLY INSURANCE SERVICES · EIN/PN 820869759-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,613
Administrative cost per participant
2025
$159
Active participants
2025
3
Total plan assets
2025
$192,770
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260714123842NAL00011317790023$1,613
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.