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Sponsor portfolio

ROAM WOUDA INC.

EIN 81-2894069-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.9M assets
Welfare
0
Participants
160
4 PEARL STREET, SUITE 104 - ESSEX JUNCTION, VT 05452802-355-3486
Plans on this EIN
2 filings
#001ProfitSharing-$4.0M - 17 part#002401k-$857K - 143 part

Retirement portfolio analytics

2 plans aggregated / $4.9M assets / 160 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • INC. RETIREMENT PLAN (#001)82%
  • PLAN & TRUST (#002)18%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)143
  • INC. RETIREMENT PLAN (#001)17
Total 160Click 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#001

ROAM WOUDA INC. RETIREMENT PLAN

ProfitSharing

Assets$4.0M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ROAM WOUDA INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$857K
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROAM WOUDA INC. RETIREMENT PLANProfitSharing$4.0M172025
002ROAM WOUDA INC 401(K) PROFIT SHARING PLAN & TRUST401k$857K1432025
Retirement plans
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