How big is Rosen Summit Dental Advisors, LLC's plan?

Rosen Summit Dental Advisors, LLC's plan reported $705K in assets and 26 participants for 2025.

Original filing (PDF)20260508061629NAL0006486194001

Rosen Summit Dental Advisors, LLC

Name: Rosen Summit Dental Advisors, LLC — Rosen Summit, Form 5500 (2025)
Creator: Rosen Summit Dental Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosen Summit Dental Advisors, LLC 401(k) Plan

401(k) retirement plan · Rosen Summit Dental Advisors, LLC's Rosen Summit Dental Advisors, LLC 401(k) Plan held $705K in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

People on this filing

Mark Rosen signed Rosen Summit Dental Advisors, LLC's 2025 Form 5500 as plan administrator.

Mark Rosen — 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

Rosen Summit Dental Advisors, LLC's EIN is 85-1034145.

EIN 85-1034145

Plan number 001

Plan year 2025

ACK ID 20260508061629NAL0006486194001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosen Summit Dental Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosen Summit Dental Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSEN SUMMIT DENTAL ADVISORS, LLC.

Finding similar companies…

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

Knocking points off