· 2022–2024 · DOL EFAST2

Rosenberg & Rodriguez, PLLC — Rosenberg & Rodriguez, Form 5500 (2025)

Original filing (PDF)20260713100011NAL0000022272001

Rosenberg & Rodriguez, PLLC

Form 5500-SF

FILING_RECEIVED

Rosenberg & Rodriguez PLLC Cash Balance Plan

Defined-benefit pension plan · Rosenberg & Rodriguez, PLLC's Rosenberg & Rodriguez PLLC Cash Balance Plan held $444K in plan assets for 4 participants in 2025.

Active participants

4

Accounts w/ balance

—

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSENBERG & RODRIGUEZ, PLLC.

Plan sponsor

Name

ROSENBERG & RODRIGUEZ, PLLC

EIN

47-0936448all filings

Address

87 CHURCH ST · FREEPORT, NY · 115203830

Phone

(212) 233-3305

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-13

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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 providers

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