ALAN Roseman signed Roseman Wealth Advisors' 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Roseman Wealth Advisors' EIN is 27-0987263.
Download the official 2025 Form 5500 (PDF) for Roseman Wealth Advisors from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Roseman Wealth Advisors' plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
