How big is Rosenberg McKay Hoffman's plan?

Rosenberg McKay Hoffman's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250917145552NAL0000311619001

Rosenberg McKay Hoffman

Name: Rosenberg McKay Hoffman — Rosenberg McKay Hoffman, Form 5500 (2024)
Creator: Rosenberg McKay Hoffman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosenberg McKay Hoffman 401(k) Retirement Savings Plan (001)

401(k) retirement plan · Rosenberg McKay Hoffman's Rosenberg McKay Hoffman 401(k) Retirement Savings Plan (001) held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Randall Rosenberg signed Rosenberg McKay Hoffman's 2024 Form 5500 as plan administrator.

Randall Rosenberg — 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

Rosenberg McKay Hoffman's EIN is 99-0330140.

EIN 99-0330140

Plan number 001

Plan year 2024

ACK ID 20250917145552NAL0000311619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rosenberg McKay Hoffman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rosenberg McKay Hoffman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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