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Sponsor portfolio

MICHAEL J. ROMANO

EIN 65-1211543-legal services-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
11
128 S. SECOND ST. - CLARKSBURG, WV 26301304-624-1100wvlegalcounsel.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#003CashBalance-$1.7M - 6 part#002401k-$382K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PENSION (#003)81%
  • PROFIT SHARING PLAN (#002)19%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#003)6
  • PROFIT SHARING PLAN (#002)5
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MICHAEL J. ROMANO CASH BALANCE PENSION PLAN

CashBalance

Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MICHAEL J. ROMANO 401(K) PROFIT SHARING PLAN

401k

Assets$382K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003MICHAEL J. ROMANO CASH BALANCE PENSION PLANCashBalance$1.7M62024
002MICHAEL J. ROMANO 401(K) PROFIT SHARING PLAN401k$382K52024
Retirement plans
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