Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICK ROMERO AG. CONSULTANTS INC.
EIN 77-0473251Agriculture, Forestry, Fishing and HuntingLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
2855 E. TAYLOR ROAD - CERES, CA 95307209-613-6355
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PATRICK ROMERO AG. CONSULTANTS, INC. PENSION PLAN & TRUST
TraditionalDB
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PATRICK ROMERO AG. CONSULTANTS, INC. 401(K) PLAN
401k
Assets$539K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PATRICK ROMERO AG. CONSULTANTS, INC. PENSION PLAN & TRUST | TraditionalDB | $1.4M | 7 | 2024 | |
| 001 | PATRICK ROMERO AG. CONSULTANTS, INC. 401(K) PLAN | 401k | $539K | 7 | 2025 |
Retirement plans