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ROMAN FINANCIAL LIMITED

EIN 20-0874152-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
3
2600 N. MAYFAIR ROAD, #1080 - MILWAUKEE, WI 53226414-443-2008roman-financial.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#002TraditionalDB-$3.9M - 3 part

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Retirement#002

ROMAN FINANCIAL LIMITED DEFINED BENEFIT PLAN

TraditionalDB

Assets$3.9M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROMAN FINANCIAL LIMITED DEFINED BENEFIT PLANTraditionalDB$3.9M32025
Retirement plans
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