Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
ROBERT H. ROSENFELD & ASSOCIATES, LLC
EIN 27-3270369legal servicesLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
19
40 SKOKIE BLVD, SUITE 150 - NORTHBROOK, IL 60062847-567-9022rhrassociates.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 19 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
ROBERT H. ROSENFELD & ASSOCIATES, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ROBERT H. ROSENFELD & ASSOCIATES, LLC 401(K) PLAN AND TRUST
401k
Assets$1.5M
Participants11
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 | ROBERT H. ROSENFELD & ASSOCIATES, LLC CASH BALANCE PLAN & TRUST | CashBalance | $2.8M | 8 | 2024 | |
| 001 | ROBERT H. ROSENFELD & ASSOCIATES, LLC 401(K) PLAN AND TRUST | 401k | $1.5M | 11 | 2024 |
Retirement plans