How big is David B. Rosenberg's plan?

David B. Rosenberg's plan reported $1.2M in assets and 6 participants for 2025.

Original filing (PDF)20260520143007NAL0001653073001

David B. Rosenberg

Name: David B. Rosenberg — David B. Rosenberg 401(k), Form 5500 (2025)
Creator: David B. Rosenberg
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David B. Rosenberg 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · David B. Rosenberg's David B. Rosenberg 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.1M

People on this filing

Renae Bagley signed David B. Rosenberg's 2025 Form 5500 as plan administrator.

Renae Bagley — 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

David B. Rosenberg's EIN is 95-3912036.

EIN 95-3912036

Plan number 001

Plan year 2025

ACK ID 20260520143007NAL0001653073001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

David B. Rosenberg's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID B. ROSENBERG.

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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