Original filing (PDF)20260203123220NAL0001256035001

RACHEL ROSEN, MD, PC

Name: RACHEL ROSEN, MD, PC — RACHEL ROSEN, MD, PC DBA ELKINS PARK FAMILY MEDICINE 401(K) PLAN, Form 5500 (2024)
Creator: RACHEL ROSEN, MD, PC

Form 5500-SF

FILING_RECEIVED

RACHEL ROSEN, MD, PC DBA ELKINS PARK FAMILY MEDICINE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RACHEL ROSEN, MD, PC.

Plan sponsor

Name

RACHEL ROSEN, MD, PC

EIN

47-3366843

Address

7848 OLD YORK ROAD, SUITE 200 · ELKINS PARK, PA · 19027

Phone

(267) 287-8892

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-01

Tax period

2025-11-30

Filed

2026-02-03

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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