How big is Rothner, Segall & Greenstone's plan?

Rothner, Segall & Greenstone's plan reported $7.9M in assets and 13 participants for 2024.

Original filing (PDF)20250924133210NAL0007610641001

Rothner, Segall & Greenstone

Name: Rothner, Segall & Greenstone — Rothner, Segall &, Form 5500 (2024)
Creator: Rothner, Segall & Greenstone
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rothner, Segall & Greenstone Retirement Savings Plan

401(k) retirement plan · Rothner, Segall & Greenstone's Rothner, Segall & Greenstone Retirement Savings Plan held $7.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Rothner, Segall & Greenstone's EIN is 95-4364982.

EIN 95-4364982

Plan number 001

Plan year 2024

ACK ID 20250924133210NAL0007610641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rothner, Segall & Greenstone from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rothner, Segall & Greenstone's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROTHNER, SEGALL & GREENSTONE.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ROTHNER, SEGALL & GREENSTONE

EIN

all filings

Address

510 SO. MARENGO AVE. · PASADENA, CA · 911013115

Phone

(626) 796-7555

Industry

Law Offices· Professional & Technical Services

Plan administrator