Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $396K assets / 12 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROSS FAMILY ENTERPRISES, INC. RETIREMENT PLAN | Profit-sharing | $300K | 1 | 2025 |
| #002 | ROSS FAMILY ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRU | 401(k) | $96K | 11 | 2024 |