Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE ROSS SCHOOL
EIN 01-0880911education managementLatest filing 2024
Plans
2
Retirement
2
$25.7M assets
Welfare
0
Participants
453
18 GOODFRIEND DRIVE - EAST HAMPTON, NY 119375166631-907-5102ross.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.7M assets / 453 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
THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME
403b
Assets$18.5M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN
403b
Assets$7.3M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ROSS SCHOOL DEFINED CONTRIBUTION RETIREME | 403b | $18.5M | 293 | 2024 | |
| 002 | THE ROSS SCHOOL TAX DEFERRED ANNUITY PLAN | 403b | $7.3M | 160 | 2024 |
Retirement plans
Welfare plans