Romolo & Associates, LLC
auditor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26+1 YoYRank #712 of mapped providers
Assets under administration$10.8B0.0%Market share · rank #1137
Fees received$1MMedian $20,885/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Romolo & Associates, LLC plan look like?
Service mix · median fees per plan
Count of plans where Romolo & Associates, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Accounting (including auditing)Code 10 | 24 | $20,885 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $22,214 |
Competitor overlap
Percent of Romolo & Associates, LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Romolo & Associates, LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUNDDC · 526074345-001 | Janus Capital Management | $1.5B |
Plans lost in 2024
Appeared last year under Romolo & Associates, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUNDIL · 371221230-001 | (new plan) | $77M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $116,481 | 10y | - |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | $2.1B | 33,266 | $39,195 | 9y | - |
BOARD OF TRUSTEES OF THE LABORERS NATIONAL PENSION FUNDTX · 751280827-001 | $1.5B | 40,898 | $68,602 | 10y | - |
BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUNDDC · 526074345-001 | $1.5B | 62,697 | $5,233 | 2y | - |
BOARD OF TRUSTEES OF CENTRAL LABORERS' PENSION FUNDIL · 376052379-001 | $1.4B | 16,444 | $448,099 | 10y | - |
BOARD OF TRUSTEES OF CENTRAL LABORERS ANNUITY PLANIL · 376052379-002 | $311M | 23,293 | $22,575 | 9y | - |
BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUNDIL · 371234126-001 | $255M | 8,248 | $16,000 | 10y | - |
BOARD OF TRUSTEES SHEETMETAL WORKERS LOCAL 91 ANNUITY PLANIL · 362952946-001 | $176M | 772 | $24,446 | 9y | - |
TRUSTEES U.A. PLUMBERS 63 & STEAMFITTERS 353 PEN TRUSTFUNDIN · 376118084-001 | $152M | 1,279 | $18,715 | 10y | - |
BOARD OF TRUSTEES LABORERS LOCAL 231 PENSION FUNDIL · 376040563-001 | $126M | 1,184 | $35,678 | 10y | - |
Flag exposure
84.6%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (11)
Raw Schedule C names collapsed into Romolo & Associates, LLC.
- HEWITT FINACIAL SERVICES
- HEWITT FINANCIAL SERICES LLC
- HEWITT FINANCIAL SERIVCES LLC
- JOSEPH ROMOLO
- ROMOLO & ASOCIATES, LLC
- ROMOLO & ASSOCIATE CPA
- ROMOLO & ASSOCIATES
- ROMOLO & ASSOCIATES LLC
- ROMOLO & ASSOCIATES, CPA'S
- ROMOLO & ASSOCIATES, CPA'S, LLC
- ROMOLO & ASSOCIATES, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Romolo & Associates, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 11.54% | 1.71% | +9.83 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Romolo & Associates, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Romolo & Associates, LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Marquette Associates | 12 | 46.1% |
| ULLICO Inc | 8 | 30.8% |
| Parametric Portfolio Associates | 7 | 26.9% |
| Investment Consulting Group, Inc. | 5 | 19.2% |
| American Realty Advisors | 4 | 15.4% |
| LSV Asset Management | 4 | 15.4% |
| National Investment Services | 4 | 15.4% |
| Ekon Benefits | 3 | 11.5% |
| The Segal Company | 3 | 11.5% |
| The Segal Company (Midwest) | 3 | 11.5% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).