Retirement plan

ROMAC INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN

Name: ROMAC INDUSTRIES, INC. - ROMAC INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN (2015) Form 5500
Creator: ROMAC INDUSTRIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROMAC INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN, ROMAC INDUSTRIES, INC.

ROMAC INDUSTRIES, INC.EIN 91-0845053Plan #001PY 2015

21919 20TH AVE SE, SUITE 100 - BOTHELL, WA 980214404425-951-6200romac.comLinkedIn501-1000 employeesbuilding materials

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed November 4, 2025 (most recent of 3 filings on file)

Plan administrator

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21919 20th Ave SE #100

Bothell, WA 98021

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Plans declared (1)

Romac Industries, Inc. Deferred Compensation Plan3 emp

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Total assets (EOY)

$22.1M

No prior year

Total participants

468

No prior year

Average account balance

$51,122

No prior year

Annual return

0.52%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$36.84M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$87K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

422

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

48.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$93

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
RBC WEALTH MANAGEMENT1+ years Filed as: RBC WEALTH MGT, NWC 313-24576 Service code 27 · EIN 41-1416330	Advisory (Plan)	$42,363
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670	Recordkeeping	$3,895
PRUDENTIAL RETIREMENT INSURANCE AND1+ years Service code 15 · EIN 06-1050034	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2G2J2K3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$47K

$114 / participant

Other / not subdivided$47K100.0%

% of EOY assets

0.211%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLARK NUBER, P.S.
Auditor EIN: 911194016
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,122

$72,770-29.7%

$67,652-24.4%

$55,191-7.4%

Participation rate

91.4%

78.8%+12.7pp

75.7%+15.8pp

69.2%+22.3pp

Annual return

0.52%

-3.26%+3.8pp

6625.40%-6624.9pp

10.78%-10.3pp

Employer contribution / active EE

$1,066

$1,769-39.8%

$2,266-53.0%

$1,899-43.9%

Participant deferral / active EE

$3,049

$3,408-10.5%

$3,560-14.3%

$3,046+0.1%

Admin fee / account holder

$108

$79+36.9%

$4,821-97.8%

$91+18.8%

Provider

Service type

Compensation

RBC WEALTH MANAGEMENT1+ years

Filed as: RBC WEALTH MGT, NWC 313-24576

Service code 27 · EIN 41-1416330

Advisory (Plan)

$42,363

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Filed as: THE PRUDENTIAL INSURANCE COMPANY OF

Service code 15 · EIN 22-1211670

Recordkeeping

$3,895

PRUDENTIAL RETIREMENT INSURANCE AND1+ years

Service code 15 · EIN 06-1050034

Recordkeeping

ROMAC INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROMAC INDUSTRIES, INC. 401(K) & PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion