Filings through .
Romolo & Associates, LLC
Matched across 7 name variants in the filings
Romolo & Associates, LLC summary
Romolo & Associates, LLC appears on 26 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $11.9B in assets for 228,184 participants. The median client plan holds $104M. Most client plans are sponsored in IL, MO and IN. The largest clients by plan assets are Board of Trustees of Carpenters Pension Fund of Illinois, National Roofing Industry Pension Fund Wilson-McShane Corporation and Board of Trustees of the Laborers National Pension Fund. Plans reported $1.1M in direct and indirect compensation paid to Romolo & Associates, LLC. The median is $19K per plan.
- Participants
- 228,184
- Median plan assets
- $104M
- Median plan participants
- 1,270
- Median fees per plan
- $19K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- ILParticipants 17,807
- MNParticipants 33,418
- TXParticipants 40,908
- DCParticipants 63,303
- ILParticipants 16,759
- ILParticipants 24,935
- ILParticipants 8,248
- ILParticipants 806
- ILParticipants 5,216
- INParticipants 1,279
- ILParticipants 1,261
- ILParticipants 2,617
- MOParticipants 1,021
- INParticipants 857
- MOParticipants 2,636
- MOParticipants 405
- ILParticipants 450
- MOParticipants 323
- ILParticipants 992
- ILParticipants 1,798
- ILParticipants 1,975
- ILParticipants 232
- INParticipants 204
- MIParticipants 159
- ILParticipants 436
Top client states
- IL15 plans
- MO4 plans
- IN3 plans
- DC1 plan
- MI1 plan
Frequently asked questions
- Who uses Romolo & Associates, LLC?
- 26 retirement plans list Romolo & Associates, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of Carpenters Pension Fund of Illinois, National Roofing Industry Pension Fund Wilson-McShane Corporation, Board of Trustees of the Laborers National Pension Fund, Board of Trustees of the Liuna National (Industrial) Pension Fund and Board of Trustees of Central Laborers' Pension Fund. Most client plans are sponsored in IL, MO and IN.
- How many plans does Romolo & Associates, LLC serve?
- Romolo & Associates, LLC serves 26 retirement plans with $11.9B in plan assets and 228,184 participants, based on the latest Form 5500 filings through 2024.
- What does Romolo & Associates, LLC charge?
- Plans reported $1.1M in total Schedule C compensation paid to Romolo & Associates, LLC. The median plan paid $19K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Romolo & Associates as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| State Street (SSgA) | 1 |
| Arrowstreet Capital | 1 |
| PIMCO (Allianz) | 1 |
| Invesco | 1 |
| BNY | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.