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Sponsor portfolio

ROSEN LAW, LLC

EIN 46-3141013-law practice-Latest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
26
216 LAKEVILLE ROAD - GREAT NECK, NY 11020516-437-3400rosenlawllc.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$4.7M - 9 part#001401k-$3.4M - 17 part

Retirement portfolio analytics

2 plans aggregated / $8.1M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • LLC RETIREMENT PLAN (#001)42%
Total $8.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#001)17
  • CASH BALANCE PLAN (#002)9
Total 26Click 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

ROSEN LAW, LLC CASH BALANCE PLAN

CashBalance

Assets$4.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ROSEN LAW, LLC RETIREMENT PLAN

401k

Assets$3.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ROSEN LAW, LLC CASH BALANCE PLANCashBalance$4.7M92025
001ROSEN LAW, LLC RETIREMENT PLAN401k$3.4M172025
Retirement plans
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