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  2. Romeo Heatherly Insurance Services

Filings through Oct 24, 2026.

Romeo Heatherly Insurance Services

EIN 82-0869759-insurance-Latest filing 2025
Plans
1
Retirement
1
$193K assets
Health & Benefits
0
Participants
9
2014 N CENTER ST - HICKORY, NC 28601828-514-1114romeoins.comLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$193K - 9 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ROMEO HEATHERLY INSURANCE SERVICES RETIREMENT TRUST

401(k)

Assets$193K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ROMEO HEATHERLY INSURANCE SERVICES RETIREMENT TRUST401(k)$193K92025
  • ROMEO HEATHERLY INSURANCE SERVICES RETIREMENT TRUST$193K
    #001 · 401(k) · 20259
Retirement plans
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