Original filing (PDF)20251013213125NAL0002794592001

DAVID ROTMAN, ATTORNEY AT LAW

Name: DAVID ROTMAN, ATTORNEY AT LAW — DAVID ROTMAN, ATTORNEY AT LAW RETIREMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: DAVID ROTMAN, ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

DAVID ROTMAN, ATTORNEY AT LAW RETIREMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID ROTMAN, ATTORNEY AT LAW.

Plan sponsor

Name

DAVID ROTMAN, ATTORNEY AT LAW

EIN

94-3133708

Address

440 DAVIS CT APT 1909 · SAN FRANCISCO, CA · 941112489

Phone

(415) 543-3366

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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