How big is Trina Rozen CPA's plan?

Trina Rozen CPA's plan reported $967K in assets and 3 participants for 2024.

Original filing (PDF)20250923135600NAL0005764737001

Trina Rozen CPA

Name: Trina Rozen CPA — Rozen CPA 401(k) Plan, Form 5500 (2024)
Creator: Trina Rozen CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rozen CPA 401(k) Plan

401(k) retirement plan · Trina Rozen CPA's Rozen CPA 401(k) Plan held $967K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

Plan identifiers

Trina Rozen CPA's EIN is 81-5139044.

EIN 81-5139044

Plan number 001

Plan year 2024

ACK ID 20250923135600NAL0005764737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trina Rozen CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trina Rozen CPA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRINA ROZEN CPA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

TRINA ROZEN CPA

EIN

all filings

Address

625 FAIR OAKS AVENUE #358 · SOUTH PASADENA, CA · 91030

Phone

(323) 951-9101

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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