Original filing (PDF)20250627140257NAL0022941794001

ROSENBERG & ASSOCIATES, INC.

Name: ROSENBERG & ASSOCIATES, INC. — ROSENBERG & ASSOCIATES, INC. 401(K) P/S PLAN, Form 5500 (2024)
Creator: ROSENBERG & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

ROSENBERG & ASSOCIATES, INC. 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

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.

Decision-maker contacts

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

Plan sponsor

Name

ROSENBERG & ASSOCIATES, INC.

EIN

22-2004979all filings

Address

23 VREELAND ROAD · SUITE 205 · FLORHAM PARK, NJ · 07932

Phone

(908) 672-2895

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

HOWELL LEGAL INC.

HOWELL LEGAL 401(K) PLAN

$331K · 6 participants

MIRACLE MILE LAW GROUP LLP

MIRACLE MILE LAW GROUP LLP PENSION PLAN

$331K · 21 participants

TLOA SERVICING, LLC

TLOA SERVICING, LLC 401(K) PLAN

$330K · 9 participants

SUPERIOR EXPRESS INC.

SUPERIOR NOTARY SERVICES 401(K) PLAN

$329K · 8 participants

PIPERATO LAW OFFICE, LLC

JOSEPH J. PIPERATO, III PROFIT SHARING PLAN

$328K · 1 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.