Original filing (PDF)20250528095525NAL0004335331001

ROSENFELT, SIEGEL & GOLDBERG, P.C.

Name: ROSENFELT, SIEGEL & GOLDBERG, P.C. — ROSENFELT, SIEGEL & GOLDBERG, P.C. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROSENFELT, SIEGEL & GOLDBERG, P.C.

Form 5500-SF

FILING_RECEIVED

ROSENFELT, SIEGEL & GOLDBERG, P.C. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSENFELT, SIEGEL & GOLDBERG, P.C..

Plan sponsor

Name

ROSENFELT, SIEGEL & GOLDBERG, P.C.

EIN

23-2534021

Address

33 ROCK HILL ROAD · BALA CYNWYD, PA · 19004

Phone

(610) 667-2060

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION

ORIGIN CPA GROUP, A PROFESSIONAL CORPORATION EMPLOYEES SAVINGS TRUST

$5.6M · 16 participants

EADIE AND PAYNE, LLP

EADIE AND PAYNE LLP, 401K PLAN

$5.6M · 24 participants

HAGA KOMMER, LTD

HAGA KOMMER LTD 401(K) PLAN

$5.6M · 106 participants

LEED CORPORATE SERVICES, INC.

LEED CORPORATE SERVICES, INC. 401(K) PROFIT SHARING PLAN

$5.6M · 87 participants

LEINENWEBER AND ASSOCIATES, CPA'S, INC.

LEINENWEBER AND ASSOCIATES RETIREMENT PLAN