Original filing (PDF)20251205130740NAL0001872067001

MICHAEL J. ROSEN, P.A.

Name: MICHAEL J. ROSEN, P.A. — MICHAEL J. ROSEN, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: MICHAEL J. ROSEN, P.A.

Form 5500-SF

FILING_RECEIVED

MICHAEL J. ROSEN, P.A. 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 0.6 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

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).

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..

Plan sponsor

Name

MICHAEL J. ROSEN, P.A.

EIN

65-0685909all filings

Address

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

Phone

(305) 446-6116

Industry