How big is David Rosenberg MD PLLC's plan?

David Rosenberg MD PLLC's plan reported $6.5M in assets and 17 participants for 2024.

Original filing (PDF)20251014092351NAL0002495729001

David Rosenberg MD PLLC

Name: David Rosenberg MD PLLC — David Rosenberg MD PLLC, Form 5500 (2024)
Creator: David Rosenberg MD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Rosenberg MD PLLC Retirement Trust

401(k) retirement plan · David Rosenberg MD PLLC's David Rosenberg MD PLLC Retirement Trust held $6.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

David Rosenberg signed David Rosenberg MD PLLC's 2024 Form 5500 as plan administrator.

David Rosenberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David Rosenberg MD PLLC's EIN is 13-4117946.

EIN 13-4117946

Plan number 001

Plan year 2024

ACK ID 20251014092351NAL0002495729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Rosenberg MD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Rosenberg MD PLLC'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 DAVID ROSENBERG MD PLLC.

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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

Helping the score