How big is Kimberly A. Rosen, DDS.'s plan?

Kimberly A. Rosen, DDS.'s plan reported $5.5M in assets and 8 participants for 2025.

Original filing (PDF)20260220190107NAL0009659041001

Kimberly A. Rosen, DDS.

Name: Kimberly A. Rosen, DDS. — Kimberly A. Rosen, DDS, a, Form 5500 (2025)
Creator: Kimberly A. Rosen, DDS.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberly A. Rosen, DDS, a Professional Corporation Discretionary Defined Contribution 401(k) Plan

401(k) retirement plan · Kimberly A. Rosen, DDS.'s Kimberly A. Rosen, DDS, a Professional Corporation Discretionary Defined Contribution 401(k) Plan held $5.5M in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Kimberly Rosen signed Kimberly A. Rosen, DDS.'s 2025 Form 5500 as plan administrator.

Kimberly Rosen — 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

Kimberly A. Rosen, DDS.'s EIN is 95-4502912.

EIN 95-4502912

Plan number 001

Plan year 2025

ACK ID 20260220190107NAL0009659041001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kimberly A. Rosen, DDS. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kimberly A. Rosen, DDS.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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