How big is Robert H. Rosenfeld & Associates, LLC's plan?

Robert H. Rosenfeld & Associates, LLC's plan reported $2.8M in assets and 7 participants for 2024.

Original filing (PDF)20251008070809NAL0005497921001

Robert H. Rosenfeld & Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Robert H. Rosenfeld & Associates, LLC Cash Balance Plan & Trust

Defined-benefit pension plan · Robert H. Rosenfeld & Associates, LLC's Robert H. Rosenfeld & Associates, LLC Cash Balance Plan & Trust held $2.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Hannah Rosenfeld signed Robert H. Rosenfeld & Associates, LLC's 2024 Form 5500 as plan administrator.

Hannah Rosenfeld — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert H. Rosenfeld & Associates, LLC's EIN is 27-3270369.

EIN 27-3270369

Plan number 002

Plan year 2024

ACK ID 20251008070809NAL0005497921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert H. Rosenfeld & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert H. Rosenfeld & Associates, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT H. ROSENFELD & ASSOCIATES, LLC.

Finding similar companies…

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