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Sponsor portfolio

ROSENBAUM & ASSOCIATES

EIN 23-2680252-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$9.1M assets
Welfare
0
Participants
82
1818 MARKET STREET, SUITE 3200 - PHILADELPHIA, PA 191033611215-569-0200rosenbaumfirm.comLinkedIn11-50 employees
Plans on this EIN
3 filings
#003401k-$4.8M - 43 part#005CashBalance-$4.1M - 18 part#004ProfitSharing-$259K - 21 part

Retirement portfolio analytics

3 plans aggregated / $9.1M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • & ASSOCIATES 401(K) (#003)53%
  • & ASSOCIATES PENSION (#005)45%
  • PROFIT SHARING PLAN (#004)3%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES 401(K) (#003)43
  • PROFIT SHARING PLAN (#004)21
  • & ASSOCIATES PENSION (#005)18
Total 82Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ROSENBAUM & ASSOCIATES 401(K) PLAN

401k

Assets$4.8M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005

ROSENBAUM & ASSOCIATES PENSION PLAN

CashBalance

Assets$4.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

ROSENBAUM & ASSOCIATES PROFIT SHARING PLAN

ProfitSharing

Assets$259K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ROSENBAUM & ASSOCIATES 401(K) PLAN401k$4.8M432025
005ROSENBAUM & ASSOCIATES PENSION PLANCashBalance$4.1M182024
004ROSENBAUM & ASSOCIATES PROFIT SHARING PLANProfitSharing$259K212025
Retirement plans
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