How big is Rosenson & Zuckerman, LLC's plan?

Rosenson & Zuckerman, LLC's plan reported $2.4M in assets and 1 participants for 2025.

Original filing (PDF)20260325142631NAL0002265347001

Rosenson & Zuckerman, LLC

Name: Rosenson & Zuckerman, LLC — Rosenson & Zuckerman, Form 5500 (2025)
Creator: Rosenson & Zuckerman, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosenson & Zuckerman, LLC Profit Sharing/401(k) Plan and Trust

401(k) retirement plan · Rosenson & Zuckerman, LLC's Rosenson & Zuckerman, LLC Profit Sharing/401(k) Plan and Trust held $2.4M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Rosenson & Zuckerman, LLC's EIN is 36-4330978.

EIN 36-4330978

Plan number 001

Plan year 2025

ACK ID 20260325142631NAL0002265347001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosenson & Zuckerman, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosenson & Zuckerman, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ROSENSON & ZUCKERMAN, LLC

EIN

all filings

Address

19 S. LASALLE STREET, SUITE 900 · CHICAGO, IL · 60603

Phone

(312) 552-8100

Industry

Law Offices· Professional & Technical Services

Plan administrator