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Sponsor portfolio

ROSENBERG LAW P.A.

EIN 45-3253826-law practice-Latest filing 2025
Plans
2
Retirement
2
$760K assets
Welfare
0
Participants
6
6200 S. TAMIAMI TRAIL, SUITE C - SARASOTA, FL 34231941-373-6777rosenberglawpa.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$425K - 3 part#001401k-$335K - 3 part

Retirement portfolio analytics

2 plans aggregated / $760K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PLAN (#002)56%
  • ROSENBERG LAW 401(K) (#001)44%
Total $760KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • ROSENBERG LAW 401(K) (#001)3
Total 6Click 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#002

ROSENBERG LAW CASH BALANCE PLAN

CashBalance

Assets$425K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROSENBERG LAW 401(K) PLAN

401k

Assets$335K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROSENBERG LAW CASH BALANCE PLANCashBalance$425K32024
001ROSENBERG LAW 401(K) PLAN401k$335K32025
Retirement plans
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