Original filing (PDF)20250110133255NAL0014199921001

ROSENBLUM GOLDENHERSH P.C.

Name: ROSENBLUM GOLDENHERSH P.C. — ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: ROSENBLUM GOLDENHERSH P.C.

Form 5500-SF

FILING_RECEIVED

ROSENBLUM GOLDENHERSH P.C.EMPLOYEES' 401(K)PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.6M

Net assets (EOY)

$16.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSENBLUM GOLDENHERSH P.C..

Plan sponsor

Name

ROSENBLUM GOLDENHERSH P.C.

EIN

43-1231287

Address

7733 FORSYTH BLVD. 4TH FLOOR · ST. LOUIS, MO · 63105

Phone

(314) 726-6868

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-01-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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