Original filing (PDF)20230719140745NAL0002367777001

HERSCHEL D. ROSENZWEIG, M.D.

Name: HERSCHEL D. ROSENZWEIG, M.D. — HERSCHEL D. ROSENZWEIG, M.D. 401(K) SAVINGS PLAN, Form 5500 (2022)
Creator: HERSCHEL D. ROSENZWEIG, M.D.

Form 5500-SF

FILING_RECEIVED

HERSCHEL D. ROSENZWEIG, M.D. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERSCHEL D. ROSENZWEIG, M.D..

Plan sponsor

Name

HERSCHEL D. ROSENZWEIG, M.D.

EIN

04-2688522all filings

Address

430 N. TUCSON BLVD. · TUCSON, AZ · 85716

Phone

(520) 325-4837

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ACH PENSION CONSULTANTS, INC.

EIN

86-0664225

City

TUCSON, AZ

Phone

(520) 751-9403

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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