How big is Rosenberg Klein & Lee Chartered's plan?

Rosenberg Klein & Lee Chartered's plan reported $3.2M in assets and 10 participants for 2025.

Original filing (PDF)20260514082834NAL0008298417001

Rosenberg Klein & Lee Chartered

Name: Rosenberg Klein & Lee Chartered — Rosenberg, Klein &, Form 5500 (2025)
Creator: Rosenberg Klein & Lee Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosenberg, Klein & Lee, Chartered Retirement Plan

401(k) retirement plan · Rosenberg Klein & Lee Chartered's Rosenberg, Klein & Lee, Chartered Retirement Plan held $3.2M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Morton Rosenberg signed Rosenberg Klein & Lee Chartered's 2025 Form 5500 as plan administrator.

Morton Rosenberg — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Rosenberg Klein & Lee Chartered's EIN is 52-1181302.

EIN 52-1181302

Plan number 001

Plan year 2025

ACK ID 20260514082834NAL0008298417001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosenberg Klein & Lee Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosenberg Klein & Lee Chartered's plan includes profit-sharing, 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 KLEIN & LEE CHARTERED.

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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