Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RACHEL ROSEN, MD, PC
EIN 47-3366843Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
20
7848 OLD YORK ROAD, SUITE 200 - ELKINS PARK, PA 19027267-287-8892
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M 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#002
RACHEL ROSEN, MD, PC DBA ELKINS PARK FAMILY MEDICINE RETIREMENT PLAN
CashBalance
Assets$2.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RACHEL ROSEN, MD, PC DBA ELKINS PARK FAMILY MEDICINE 401(K) PLAN
401k
Assets$1.3M
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 | RACHEL ROSEN, MD, PC DBA ELKINS PARK FAMILY MEDICINE RETIREMENT PLAN | CashBalance | $2.3M | 9 | 2025 | |
| 001 | RACHEL ROSEN, MD, PC DBA ELKINS PARK FAMILY MEDICINE 401(K) PLAN | 401k | $1.3M | 11 | 2025 |
Retirement plans