Back to filter
Original filing (PDF)20250528095344NAL0004320115001
ROSENBERG REALTY GROUP INC.
Form 5500-SF
FILING_RECEIVED
ROSENBERG REALTY GROUP 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
11
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSENBERG REALTY GROUP INC..
Plan sponsor
Name
ROSENBERG REALTY GROUP INC.
EIN
46-4026240
Address
1919 WILLIAMSBRIDGE ROAD · BRONX, NY · 104611604
Phone
(718) 863-2300
Industry
Real Estatesee 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
2025-05-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
MKR BUILDING SOLUTIONS, INC.
MKR BUILDING SOLUTIONS INC. 401(K) PLAN
$1.8M · 4 participants
JOHN A. STEER CO.
JOHN A. STEER COMPANY CASH BALANCE PLAN
$1.8M · 76 participants
TAORMINA HOLDING CORP.
EASTERN DEFINED BENEFIT PLAN
$1.8M · 2 participants
LAKEPOINT SERVICES, LLC
LAKEPOINT SERVICES, LLC 401(K) PLAN
$1.8M · 55 participants
CLEAR TITLE GROUP, LLC
CLEAR TITLE GROUP, LLC SAFE HARBOR PLAN
$1.8M · 46 participants
HEGG COMPANIES, INC
HEGG COMPANIES, INC 401K PROFIT SHARING PLAN
$1.8M · 218 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
