How big is Rosenberg & Steinmetz PC's plan?

Rosenberg & Steinmetz PC's plan reported $956K in assets and 6 participants for 2024.

Original filing (PDF)20250604150644NAL0011353057001

Rosenberg & Steinmetz PC

Name: Rosenberg & Steinmetz PC — Rosenberg & Steinmetz PC, Form 5500 (2024)
Creator: Rosenberg & Steinmetz PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosenberg & Steinmetz PC 401(k) Profit Sharing Plan

401(k) retirement plan · Rosenberg & Steinmetz PC's Rosenberg & Steinmetz PC 401(k) Profit Sharing Plan held $956K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$956K

Net assets (EOY)

$956K

Plan identifiers

Rosenberg & Steinmetz PC's EIN is 47-1096278.

EIN 47-1096278

Plan number 001

Plan year 2024

ACK ID 20250604150644NAL0011353057001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosenberg & Steinmetz PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosenberg & Steinmetz PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ROSENBERG & STEINMETZ PC.

Finding similar companies…

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