Original filing (PDF)20251104160444NAL0006709843001

RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION

Name: RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION — RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION DISCRETIONARY DEFINED CONTRIBUTION/401(K) PLAN, Form 5500 (2024)
Creator: RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION DISCRETIONARY DEFINED CONTRIBUTION/401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION

EIN

95-4815767

Address

11693 SAN VICENTE BLVD · SUITE 356 · LOS ANGELES, CA · 90049

Phone

(310) 571-3822

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-11-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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