How big is Rosenbaum & Associates' plan?

Rosenbaum & Associates' plan reported $4.1M in assets and 13 participants for 2024.

Original filing (PDF)20250722100519NAL0001125443001

Rosenbaum & Associates

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

Form 5500-SF

FILING_RECEIVED

Rosenbaum & Associates Pension Plan

Defined-benefit pension plan · Rosenbaum & Associates' Rosenbaum & Associates Pension Plan held $4.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Rosenbaum & Associates' EIN is 23-2680252.

EIN 23-2680252

Plan number 005

Plan year 2024

ACK ID 20250722100519NAL0001125443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rosenbaum & Associates' plan includes 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.

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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