· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROSENBERG YUDIN, LLP — ROSENBERG YUDIN, LLP CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013140833NAL0003195410001
ROSENBERG YUDIN, LLP
Form 5500-SF
FILING_RECEIVED
ROSENBERG YUDIN, LLP CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROSENBERG YUDIN, LLP
.
Find decision makers
Plan sponsor
Name
ROSENBERG YUDIN, LLP
EIN
47-5188755
Address
6350 LAUREL CANYON BOULEVARD · #201 · NORTH HOLLYWOOD, CA · 91606
Phone
(818) 237-1301
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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
Related plans
Similar-size Law Offices plans
CARMEN M. LOVE, PLLC
CARMEN M. LOVE, PLLC 401(K) PLAN
$1.4M · 3 participants
CHRISTOPHER N. LIGORI, PA
CHRISTOPHER N. LIGORI, PA DEFINED BENEFIT PLAN
$1.4M · 25 participants
FIRST FLORIDA TITLE AND TRANSACTION SERVICES, LLC
FIRST FLORIDA TITLE AND TRANSACTION SERVICES, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 7 participants
MURPHY LAW FIRM, LLC
MURPHY LAW FIRM, LLC 401(K) PLAN
$1.4M · 6 participants
RIDGELY WALSH LLC
RIDGELY WALSH LLC CASH BALANCE PLAN
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.
$1.4M · 13 participants
ALLEGIANT LAW
ALLEGIANT LAW LLP 401(K) PLAN
$1.4M · 13 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
