How big is Roseman, Beerman & Beerman, LLP's plan?

Roseman, Beerman & Beerman, LLP's plan reported $2.1M in assets and 2 participants for 2025.

Original filing (PDF)20260327124605NAL0008649299001

Roseman, Beerman & Beerman, LLP

Name: Roseman, Beerman & Beerman, LLP — Roseman, Beerman &, Form 5500 (2025)
Creator: Roseman, Beerman & Beerman, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roseman, Beerman & Beerman, LLP Retirement Plan

401(k) retirement plan · Roseman, Beerman & Beerman, LLP's Roseman, Beerman & Beerman, LLP Retirement Plan held $2.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Roseman, Beerman & Beerman, LLP's EIN is 20-2349680.

EIN 20-2349680

Plan number 001

Plan year 2025

ACK ID 20260327124605NAL0008649299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roseman, Beerman & Beerman, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roseman, Beerman & Beerman, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSEMAN, BEERMAN & BEERMAN, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ROSEMAN, BEERMAN & BEERMAN, LLP

EIN

all filings

Address

3000 MARCUS AVENUE, SUITE 3W6 · LAKE SUCCESS, NY · 11042

Phone

(516) 327-4600

Industry

Law Offices· Professional & Technical Services

Plan administrator