How big is Rosenberg Perry & Associates, LLC's plan?

Rosenberg Perry & Associates, LLC's plan reported $387K in assets and 7 participants for 2024.

Original filing (PDF)20250728084240NAL0000634771001

Rosenberg Perry & Associates, LLC

Name: Rosenberg Perry & Associates, LLC — RPA 401(k) Plan, Form 5500 (2024)
Creator: Rosenberg Perry & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RPA 401(k) Plan

401(k) retirement plan · Rosenberg Perry & Associates, LLC's RPA 401(k) Plan held $387K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

Plan identifiers

Rosenberg Perry & Associates, LLC's EIN is 47-2848684.

EIN 47-2848684

Plan number 001

Plan year 2024

ACK ID 20250728084240NAL0000634771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rosenberg Perry & Associates, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSENBERG PERRY & ASSOCIATES, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ROSENBERG PERRY & ASSOCIATES, LLC

EIN

all filings

Address

9 GARDEN STREET · MOUNT HOLLY, NJ · 08060

Phone

(609) 617-7400

Industry

Law Offices· Professional & Technical Services

Plan administrator