Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EUGENE ROSENMAN, MD, LTD.
EIN 05-0604856medical practiceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
16
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EUGENE ROSENMAN, MD, LTD. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EUGENE ROSENMAN, MD, LTD. PROFIT SHARING PLAN
ProfitSharing
Assets$90K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EUGENE ROSENMAN, MD, LTD. CASH BALANCE PLAN | CashBalance | $1.2M | 8 | 2025 | |
| 001 | EUGENE ROSENMAN, MD, LTD. PROFIT SHARING PLAN | ProfitSharing | $90K | 8 | 2025 |
Retirement plans