Plan Ledger DOL Form 5500 · updated monthly

Romo, Inc.401(k)

ROMO, INC. 401(K) PLAN · DE PERE, WI · plan year 2025

Reported admin expense ratio · 2025
0.35%

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

Romo, Inc. reported $31,712 in plan administrative expenses for 2025: 0.35% of average plan assets, below the peer median. Employer contributions averaged $994 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 3 years on file its reported administrative ratio fell from 0.56% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,294th of 1,936), and 8,969th of 13,661 in manufacturing. In 2025, employees put in $4.39 for every $1.00 the employer contributed; active participation has shrunk from 117 to 99 since 2022.

Plan summary
Net assets, end of year$9,624,977
Participants with balances105
Active participants99
Employer contributions$98,393
Employee contributions$431,957
Employer contribution per active participant$994
Average account balance$91,666
Benefits paid to participants$573,322
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$9.6M · 105 accts · $98K emplr
2024$8.3M · 111 accts · $105K emplr
2023$8.3M · 111 accts · $107K emplr
2022$6.9M · 114 accts · $106K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$28,175
Investment management$570
Total administrative$31,712
The Romo, Inc. 401(k) match · 2025
Employer contribution per active participant$994
Median for plans this size$1,464
2025$994 per active participant
2024$1,007 per active participant
2023$999 per active participant
2022$908 per active participant

Romo, Inc.'s 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20257
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$300
LEAFHOUSE FINANCIAL ADVISORS$1,009
WILSHIRE ASSOCIATES INCE · Investment advisory (participants)$560
ADVISE ASSETS GROUP · Investment management$10
PENSION INC. · Plan administratorindirect comp
ROBERT W BAIRDindirect comp

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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Administrative cost history4
2025$31,712 · 0.35%
2024$47,983 · 0.58%
2023$44,120 · 0.58%
2022$40,956 · 0.56%
Same employer
Similar plansManufacturing · Wisconsin
Rf Technologies, Inc. WI$9.7M · 0.41%
Viskoteepak WI$9.6M · 0.39%
Metallics, Inc. WI$9.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390915013 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.