How big is Rosenberg & Associates' plan?

Rosenberg & Associates' plan reported $3.0M in assets and 38 participants for 2025.

Original filing (PDF)20260323114019NAL0001525328001

Rosenberg & Associates

Name: Rosenberg & Associates — Rosenberg & Associates, Form 5500 (2025)
Creator: Rosenberg & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosenberg & Associates 401(k) Plan

401(k) retirement plan · Rosenberg & Associates' Rosenberg & Associates 401(k) Plan held $3.0M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Raymond Allton signed Rosenberg & Associates' 2025 Form 5500 as plan administrator.

Raymond Allton — 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

Rosenberg & Associates' EIN is 87-0472438.

EIN 87-0472438

Plan number 001

Plan year 2025

ACK ID 20260323114019NAL0001525328001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosenberg & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosenberg & Associates' 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 ROSENBERG & ASSOCIATES.

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Plan health score

Above-average plan

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