Barbara L. Rosen DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Barbara L. Rosen
  • Sponsor EIN: 112769722
  • Sponsor Address: 285 SPARROW, MANHASSET, NY, 11030
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $3.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$3.2M$72,128$0
20233$2.9M$92,728$0
20223$2.5M$75,063$0

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