How big is Rosen Management Inc.'s plan?

Rosen Management Inc.'s plan reported $1.0M in assets and 58 participants for 2024.

Original filing (PDF)20250929070014NAL0026127266001

Rosen Management Inc.

Name: Rosen Management Inc. — Rosen Management 401(k) Plan, Form 5500 (2024)
Creator: Rosen Management Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosen Management 401(k) Plan

401(k) retirement plan · Rosen Management Inc.'s Rosen Management 401(k) Plan held $1.0M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Rosen Management Inc.'s EIN is 20-8616202.

EIN 20-8616202

Plan number 001

Plan year 2024

ACK ID 20250929070014NAL0026127266001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosen Management Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosen Management Inc.'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 ROSEN MANAGEMENT INC..

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Plan health score

Above-average plan

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