How big is Richard D. Rosman, a Professional Corporation's plan?

Richard D. Rosman, a Professional Corporation's plan reported $7.0M in assets and 2 participants for 2024.

Original filing (PDF)20251104160444NAL0006709843001

Richard D. Rosman, a Professional Corporation

Name: Richard D. Rosman, a Professional Corporation — Form 5500 Plan 001 (2024)
Creator: Richard D. Rosman, a Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard D. Rosman, a Professional Corporation Discretionary Defined Contribution/401(k) Plan

Defined-contribution retirement plan · Richard D. Rosman, a Professional Corporation's Richard D. Rosman, a Professional Corporation Discretionary Defined Contribution/401(k) Plan held $7.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Richard D. Rosman, a Professional Corporation's EIN is 95-4815767.

EIN 95-4815767

Plan number 001

Plan year 2024

ACK ID 20251104160444NAL0006709843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard D. Rosman, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard D. Rosman, a Professional Corporation's plan includes profit-sharing, 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 RICHARD D. ROSMAN, A PROFESSIONAL CORPORATION.

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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