How big is Rosen Consulting Group's plan?

Rosen Consulting Group's plan reported $1.3M in assets and 12 participants for 2025.

Original filing (PDF)20260416101858NAL0022368624001

Rosen Consulting Group

Name: Rosen Consulting Group — Rosen Consulting Group, Form 5500 (2025)
Creator: Rosen Consulting Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosen Consulting Group 401(k) Plan

401(k) retirement plan · Rosen Consulting Group's Rosen Consulting Group 401(k) Plan held $1.3M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

LISA Roberts signed Rosen Consulting Group's 2025 Form 5500 as plan administrator.

LISA Roberts — 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 Consulting Group's EIN is 94-3317732.

EIN 94-3317732

Plan number 001

Plan year 2025

ACK ID 20260416101858NAL0022368624001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rosen Consulting Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rosen Consulting Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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