How big is James J. Rosen DDS' plan?

James J. Rosen DDS' plan reported $7.9M in assets and 5 participants for 2025.

Original filing (PDF)20260421070610NAL0001222403001

James J. Rosen DDS

Name: James J. Rosen DDS — James J. Rosen DDS 401(k) Plan, Form 5500 (2025)
Creator: James J. Rosen DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James J. Rosen DDS 401(k) Plan

401(k) retirement plan · James J. Rosen DDS' James J. Rosen DDS 401(k) Plan held $7.9M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

James J. Rosen DDS' EIN is 25-1397735.

EIN 25-1397735

Plan number 004

Plan year 2025

ACK ID 20260421070610NAL0001222403001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James J. Rosen DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

James J. Rosen DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES J. ROSEN DDS.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score