Original filing (PDF)20250418220908NAL0000023971038

DANIEL ROSEFELT & ASSOCIATES, PLLC DBA ROSEFELT TAX LAW

Name: DANIEL ROSEFELT & ASSOCIATES, PLLC DBA ROSEFELT TAX LAW — DANIEL ROSEFELT & ASSOCIATES, PLLC DBA ROSEFELT TAX LAW 401(K) PLAN, Form 5500 (2024)
Creator: DANIEL ROSEFELT & ASSOCIATES, PLLC DBA ROSEFELT TAX LAW

Form 5500-SF

FILING_RECEIVED

DANIEL ROSEFELT & ASSOCIATES, PLLC DBA ROSEFELT TAX LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL ROSEFELT & ASSOCIATES, PLLC DBA ROSEFELT TAX LAW.

Plan sponsor

Name

DANIEL ROSEFELT & ASSOCIATES, PLLC DBA ROSEFELT TAX LAW

EIN

81-4127035all filings

Address

360 CENTRAL AVE., · SUITE 800 · ST. PETERSBURG, FL · 33701

Phone

(301) 792-3750

Industry

Professional & Technical Servicessee all

Plan administrator