How big is Rosenodsky Financial, LLC's plan?

Rosenodsky Financial, LLC's plan reported $212K in assets and 4 participants for 2025.

Original filing (PDF)20260506085704NAL0003273474001

Rosenodsky Financial, LLC

Name: Rosenodsky Financial, LLC — Elevate Wealth, Form 5500 (2025)
Creator: Rosenodsky Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Wealth Management 401 (K) Plan

401(k) retirement plan · Rosenodsky Financial, LLC's Elevate Wealth Management 401 (K) Plan held $212K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

People on this filing

Michael Rosenthal signed Rosenodsky Financial, LLC's 2025 Form 5500 as plan administrator.

Michael Rosenthal — 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

Rosenodsky Financial, LLC's EIN is 81-1401262.

EIN 81-1401262

Plan number 002

Plan year 2025

ACK ID 20260506085704NAL0003273474001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosenodsky Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosenodsky Financial, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 ROSENODSKY FINANCIAL, LLC.

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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