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Form 5500 · Retirement plan · UTICA, MI

THE ROMINE GROUP

The filing calls this plan THE ROMINE GROUP, INC. 401(K) PLAN.

THE ROMINE GROUP of UTICA, MI files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by VOYA FIANACIAL. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Insurance company
Contract year ends
Juneas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 32-0015643 · plan 001 · plan year 2025, filed Apr 15, 2026

Participants at the start of the year
1,335
Contracts on file
1
Contract value
$1,035,656
Plan year end
June

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with VOYA FIANACIAL.

The contracts held $1,035,656 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in June.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
VOYA FIANACIALAnnuity / GIC1,562June$1,035,656$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

BARCLAY PLANNING GROUP
Plan administrator · EIN 38-3466149
$0
paid directly by the plan
VOYA RETIREMENT ADVISORS
SERVICE PROVIDER · EIN 02-0488491
$19,313
paid directly by the plan
MORNINGSTAR INVESTMENT ADVISER MNGM
SERVICE PROVIDER · EIN 36-4317381
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$39,397,799
Paid out in benefits
$2,071,941
Participants at the start of the year
1,335
Participants with account balances
1,576

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 38-2284921
BENDA GRACE STULZ & COMPANY, PC
Accountant's opinion (Schedule H, line 3a)
Disclaimer of opinion

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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