How big is Phyllis Rosen Inc.'s plan?

Phyllis Rosen Inc.'s plan reported $1.5M in assets and 14 participants for 2024.

Original filing (PDF)20250723140713NAL0005512832001

Phyllis Rosen Inc.

Name: Phyllis Rosen Inc. — Phyllis Rosen Inc. 401(k) P/S, Form 5500 (2024)
Creator: Phyllis Rosen Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phyllis Rosen Inc. 401(k) P/S Plan

401(k) retirement plan · Phyllis Rosen Inc.'s Phyllis Rosen Inc. 401(k) P/S Plan held $1.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

LORI Dahan signed Phyllis Rosen Inc.'s 2024 Form 5500 as plan administrator.

LORI Dahan — 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

Phyllis Rosen Inc.'s EIN is 65-0261523.

EIN 65-0261523

Plan number 001

Plan year 2024

ACK ID 20250723140713NAL0005512832001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phyllis Rosen Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phyllis Rosen Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHYLLIS ROSEN INC..

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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