Original filing (PDF)20260324104029NAL0005175474001

ROSENFIELD & CO., PLLC

Name: ROSENFIELD & CO., PLLC — ROSENFIELD & CO., PLLC 401(K) PLAN, Form 5500 (2024)
Creator: ROSENFIELD & CO., PLLC

Form 5500-SF

FILING_RECEIVED

ROSENFIELD & CO., PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSENFIELD & CO., PLLC.

Plan sponsor

Name

ROSENFIELD & CO., PLLC

EIN

27-4077786

Address

201 E PINE STREET · SUITE 730 · ORLANDO, FL · 32801

Phone

(407) 849-6400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-03-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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