Original filing (PDF)20250722164627NAL0001520115001

ROSEN BIEN GALVAN & GRUNFELD

Name: ROSEN BIEN GALVAN & GRUNFELD — ROSEN BIEN GALVAN & GRUNFELD LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROSEN BIEN GALVAN & GRUNFELD

Form 5500-SF

FILING_RECEIVED

ROSEN BIEN GALVAN & GRUNFELD LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 ROSEN BIEN GALVAN & GRUNFELD.

Plan sponsor

Name

ROSEN BIEN GALVAN & GRUNFELD

EIN

94-3136812

Address

101 MISSION ST 6TH FL · SAN FRANCISCO, CA · 94105

Phone

(415) 433-6830

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KENNEDY JOHNSON SCHWAB & ROBERGE P.C.

KENNEDY JOHNSON SCHWAB & ROBERGE, P.C. RETIREMENT SAVINGS PLAN

$6.5M · 22 participants

BUCKLEY & BUCKLEY, LLC

BUCKLEY & BUCKLEY, LLC PROFIT SHARING PLAN

$6.5M · 8 participants

SNYDER & SNYDER, LLP

SNYDER & SNYDER RETIREMENT PLAN AND TRUST

$6.5M · 15 participants

AZRAEL, FRANZ, SCHWAB, LIPOWITZ

AZRAEL, FRANZ, SCHWAB, LIPOWITZ & SOLTER, LLC 401(K) PLAN

$6.5M · 10 participants

UGRIN ALEXANDER ZADICK, PC