How big is Guterman & Rosenberg LLC's plan?

Guterman & Rosenberg LLC's plan reported $648K in assets and 5 participants for 2024.

Original filing (PDF)20251005111919NAL0001635363001

Guterman & Rosenberg LLC

Name: Guterman & Rosenberg LLC — Guterman & Rosenberg, Form 5500 (2024)
Creator: Guterman & Rosenberg LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guterman & Rosenberg 401(k) Plan

401(k) retirement plan · Guterman & Rosenberg LLC's Guterman & Rosenberg 401(k) Plan held $648K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$648K

Net assets (EOY)

$648K

Plan identifiers

Guterman & Rosenberg LLC's EIN is 86-2788466.

EIN 86-2788466

Plan number 001

Plan year 2024

ACK ID 20251005111919NAL0001635363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Guterman & Rosenberg LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Guterman & Rosenberg 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 GUTERMAN & ROSENBERG 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