Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROSENBERG & RODRIGUEZ, PLLC
EIN 47-0936448law practiceLatest filing 2025
Plans
3
Retirement
3
$1.3M assets
Welfare
0
Participants
20
87 CHURCH ST - FREEPORT, NY 115203830516-442-7310rosenbergfirm.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.3M assets / 20 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#001
ROSENBERG & RODRIGUEZ PLLC 401K PLAN
401k
Assets$827K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ROSENBERG & RODRIGUEZ PLLC CASH BALANCE PLAN
CashBalance
Assets$444K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROSENBERG & RODRIGUEZ PLLC PROFIT SHARING PLAN
ProfitSharing
Assets$73K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROSENBERG & RODRIGUEZ PLLC 401K PLAN | 401k | $827K | 12 | 2025 | |
| 003 | ROSENBERG & RODRIGUEZ PLLC CASH BALANCE PLAN | CashBalance | $444K | 4 | 2025 | |
| 002 | ROSENBERG & RODRIGUEZ PLLC PROFIT SHARING PLAN | ProfitSharing | $73K | 4 | 2025 |
Retirement plans