Plan Ledger DOL Form 5500 · updated monthly

Roman, Inc.401(k)

ROMAN, INC. PROFIT SHARING AND 401(K) PLAN · BLOOMINGDALE, IL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Roman, Inc. reported $1,214 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $975 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 rose from 0.00% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Illinois (2,402nd of 3,702), and 2,944th of 4,246 in wholesale trade. In 2024, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,787,171
Participants with balances104
Active participants87
Employer contributions$84,843
Employee contributions$257,729
Employer contribution per active participant$975
Average account balance$94,107
Benefits paid to participants$1,351,194
Plan auditUnmodified (clean) audit opinion
AuditorWEISS & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 104 accts · $85K emplr
2023$9.6M · 104 accts · $88K emplr
2022$9.0M · 111 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$200
Total administrative$1,214
The Roman, Inc. 401(k) match · 2024
Employer contribution per active participant$975
Median for plans this size$1,313
2024$975 per active participant
2023$972 per active participant
2022$2,030 per active participant

Roman, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 · 20241

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,214 · 0.01%
2023$300 · 0.00%
2022$100 · 0.00%
Similar plansWholesale Trade · Illinois
Premier Cooperative, Inc. IL$10.6M · 0.40%
Iw Technologies IL$10.3M · 0.42%
Parent Petroleum, Inc. IL$8.9M · 0.75%
Homewerks Worldwide LLC IL$8.7M · 0.36%
Mid-State Tank Co., Inc. IL$8.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362763726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.