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  2. Romero Wealth Management, Inc.

Filings through Oct 24, 2026.

Sponsor portfolio

Romero Wealth Management, Inc.

EIN 20-2112938-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$232K assets
Welfare
0
Participants
7
2520 N. SANTIAGO BLVD - ORANGE, CA 92867714-547-8787
Plans on this EIN
1 filing
#002Cash balance-$232K - 7 part

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Retirement#002

ROMERO WEALTH MANAGEMENT CASH BALANCE PENSION PLAN

Cash balance

Assets$232K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ROMERO WEALTH MANAGEMENT CASH BALANCE PENSION PLANCash balance$232K72025
Retirement plans
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