Original filing (PDF)20250716073658NAL0002196659001

THE ROSENBERG FINANCIAL GROUP, LLC

Name: THE ROSENBERG FINANCIAL GROUP, LLC — THE ROSENBERG FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE ROSENBERG FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE ROSENBERG FINANCIAL GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$792K

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).

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.

Plan sponsor

Name

THE ROSENBERG FINANCIAL GROUP, LLC

EIN

46-2678589all filings

Address

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

Phone

(850) 385-2300

Industry

Finance & Insurancesee all

Plan administrator