Original filing (PDF)20250905111007NAL0035523730001

SCOTT I ROSEN

Name: SCOTT I ROSEN — SCOTT I ROSEN 401(K) PLAN, Form 5500 (2024)
Creator: SCOTT I ROSEN

Form 5500-SF

FILING_RECEIVED

SCOTT I ROSEN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

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 SCOTT I ROSEN.

Plan sponsor

Name

SCOTT I ROSEN

EIN

23-2768353

Address

3504 STURBRIDGE PLACE · ALLENTOWN, PA · 181041768

Phone

(610) 252-8291

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-09-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

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

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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