How big is Schaeffer COTA Rosen, LLP's plan?

Schaeffer COTA Rosen, LLP's plan reported $3.5M in assets and 21 participants for 2024.

Original filing (PDF)20251008214952NAL0003557155001

Schaeffer COTA Rosen, LLP

Name: Schaeffer COTA Rosen, LLP — Schaeffer COTA Rosen, Form 5500 (2024)
Creator: Schaeffer COTA Rosen, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaeffer COTA Rosen, LLP 401(k) Plan

401(k) retirement plan · Schaeffer COTA Rosen, LLP's Schaeffer COTA Rosen, LLP 401(k) Plan held $3.5M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Schaeffer COTA Rosen, LLP's EIN is 26-2076344.

EIN 26-2076344

Plan number 002

Plan year 2024

ACK ID 20251008214952NAL0003557155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schaeffer COTA Rosen, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schaeffer COTA Rosen, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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