How big is Michael J. Rosen, P.A.'s plan?

Michael J. Rosen, P.A.'s plan reported $876K in assets and 3 participants for 2024.

Original filing (PDF)20251205130740NAL0001872067001

Michael J. Rosen, P.A.

Name: Michael J. Rosen, P.A. — Michael J. Rosen, P.A., Form 5500 (2024)
Creator: Michael J. Rosen, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael J. Rosen, P.A. 401(k) Plan

401(k) retirement plan · Michael J. Rosen, P.A.'s Michael J. Rosen, P.A. 401(k) Plan held $876K in plan assets for 3 participants in 2024.

Signals · 2

Late filing · 0.6 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

Plan identifiers

Michael J. Rosen, P.A.'s EIN is 65-0685909.

EIN 65-0685909

Plan number 001

Plan year 2024

ACK ID 20251205130740NAL0001872067001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael J. Rosen, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael J. Rosen, P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.6 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

MICHAEL J. ROSEN, P.A.

EIN

all filings

Address

100 SE 2ND STREET · SUITE 3400 · MIAMI, FL · 33131

Phone

(305) 446-6116

Industry

Law Offices· Professional & Technical Services

Plan administrator