How big is The Rosenberg Financial Group, LLC's plan?

The Rosenberg Financial Group, LLC's plan reported $793K in assets and 2 participants for 2024.

Original filing (PDF)20250716073658NAL0002196659001

The Rosenberg Financial Group, LLC

Name: The Rosenberg Financial Group, LLC — The Rosenberg, Form 5500 (2024)
Creator: The Rosenberg Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Rosenberg Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Rosenberg Financial Group, LLC's The Rosenberg Financial Group, LLC 401(k) Profit Sharing Plan held $793K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$792K

Plan identifiers

The Rosenberg Financial Group, LLC's EIN is 46-2678589.

EIN 46-2678589

Plan number 001

Plan year 2024

ACK ID 20250716073658NAL0002196659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Rosenberg Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Rosenberg Financial Group, 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 THE ROSENBERG FINANCIAL GROUP, 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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE ROSENBERG FINANCIAL GROUP, LLC

EIN

all filings

Address

1876 EIDER COURT, SUITE B · TALLAHASSEE, FL · 32308

Phone

(850) 385-2300

Industry

Finance & Insurance

Plan administrator