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Sponsor portfolio

ROSS FAMILY ENTERPRISES, INC.

EIN 47-2720527-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$396K assets
Welfare
0
Participants
12
1220 YEAMANS HALL RD, SUITE B - HANAHAN, SC 29410843-480-2440
Plans on this EIN
2 filings
#001ProfitSharing-$300K - 1 part#002401k-$96K - 11 part

Retirement portfolio analytics

2 plans aggregated / $396K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • INC. RETIREMENT PLAN (#001)76%
  • PLAN & TRU (#002)24%
Total $396KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRU (#002)11
  • INC. RETIREMENT PLAN (#001)1
Total 12Click 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#001

ROSS FAMILY ENTERPRISES, INC. RETIREMENT PLAN

ProfitSharing

Assets$300K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROSS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRU

401k

Assets$96K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROSS FAMILY ENTERPRISES, INC. RETIREMENT PLANProfitSharing$300K12025
002ROSS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRU401k$96K112024
Retirement plans
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