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Sponsor portfolio
Jeffrey Rome & Associates
EIN 33-0797456architecture & planningLatest filing 2025
Plans
1
Retirement
1
$766K assets
Welfare
0
Participants
1
1715 PORT CHARLES PLACE - NEWPORT BEACH, CA 92660949-760-3929jeffreyromeassociates.comLinkedIn51-200 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFREY ROME & ASSOCIATES PROFIT SHARING PLAN | Profit-sharing | $766K | 1 | 2025 |
Retirement plans