How big is Tankel Rosenberg & Company PC's plan?

Tankel Rosenberg & Company PC's plan reported $1.5M in assets and 12 participants for 2024.

Original filing (PDF)20250709130940NAL0002846387001

Tankel Rosenberg & Company PC

Name: Tankel Rosenberg & Company PC — Tankel Rosenberg &, Form 5500 (2024)
Creator: Tankel Rosenberg & Company PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tankel Rosenberg & Company PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tankel Rosenberg & Company PC's Tankel Rosenberg & Company PC 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Tankel Rosenberg & Company PC's EIN is 04-2980584.

EIN 04-2980584

Plan number 001

Plan year 2024

ACK ID 20250709130940NAL0002846387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tankel Rosenberg & Company PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tankel Rosenberg & Company PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TANKEL ROSENBERG & COMPANY PC.

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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

Knocking points off