How big is Rosenbaum Associates P.C.'s plan?

Rosenbaum Associates P.C.'s plan reported $2.8M in assets and 2 participants for 2024.

Original filing (PDF)20250519083407NAL0000463505001

Rosenbaum Associates P.C.

Name: Rosenbaum Associates P.C. — Rosenbaum Associates, Form 5500 (2024)
Creator: Rosenbaum Associates P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosenbaum Associates P.C. Cash Balance Plan

Defined-benefit pension plan · Rosenbaum Associates P.C.'s Rosenbaum Associates P.C. Cash Balance Plan held $2.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

TARA Rosenbaum signed Rosenbaum Associates P.C.'s 2024 Form 5500 as plan administrator.

TARA Rosenbaum — 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

Rosenbaum Associates P.C.'s EIN is 20-3244255.

EIN 20-3244255

Plan number 002

Plan year 2024

ACK ID 20250519083407NAL0000463505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosenbaum Associates P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosenbaum Associates P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSENBAUM ASSOCIATES P.C..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score