Plan Ledger DOL Form 5500 · updated monthly

Roman Health Ventures, Inc.401(k)

ROMAN 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Roman Health Ventures, Inc. reported $156,331 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $5,380 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.91% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,600th-largest of 5,648 plans among New York employers on file, and the 789th of 5,215 in retail trade. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has shrunk from 561 to 489 since 2022.

Plan summary
Net assets, end of year$39,948,334
Participants with balances870
Active participants489
Employer contributions$2,630,966
Employee contributions$5,305,716
Employer contribution per active participant$5,380
Average account balance$45,918
Benefits paid to participants$5,088,482
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$39.9M · 870 accts · $2.6M emplr
2023$30.6M · 724 accts · $2.9M emplr
2022$20.5M · 697 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Investment management$156,331
Total administrative$156,331
The Roman Health Ventures, Inc. 401(k) match · 2024
Employer contribution per active participant$5,380
Median for plans this size$2,416
2024$5,380 per active participant
2023$5,792 per active participant
2022$5,497 per active participant

Roman Health Ventures, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CHARLES SCHWAB · Contract administrator · Investment advisory (plan)$84,316
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$72,015

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab, Human Interest
2023Human Interest, SEQUOIA BENEFITS LLC

This plan has changed recordkeepers within these filings. If you left Roman Health Ventures, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$156,331 · 0.44%
2023$129,434 · 0.51%
2022$154,041 · 0.91%
Same employer
Similar plansRetail Trade · New York
Adams Fairacre Farms, Inc. NY$47.7M · 0.25%
Healey Brothers, Inc. NY$43.7M · 0.28%
The Shade Store, LLC NY$41.4M · 0.23%
Sam Ash Music Corporation NY$39.9M · 0.49%
Tourneau LLC NY$37.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821285516 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.