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Sponsor portfolio

JAMES U ROSS

EIN 74-1608178-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
2
PO BOX 782544 - SAN ANTONIO, TX 782782544210-349-7400
Plans on this EIN
2 filings
#001MoneyPurchase-$2.1M - 1 part#002ProfitSharing-$1.0M - 1 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 2 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • ROSS MONEY PURCHASE (#001)67%
  • ROSS PROFIT SHARING (#002)33%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROSS MONEY PURCHASE (#001)1
  • ROSS PROFIT SHARING (#002)1
Total 2Click 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

JAMES U ROSS MONEY PURCHASE

MoneyPurchase

Assets$2.1M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JAMES U ROSS PROFIT SHARING

ProfitSharing

Assets$1.0M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001JAMES U ROSS MONEY PURCHASEMoneyPurchase$2.1M12025
002JAMES U ROSS PROFIT SHARINGProfitSharing$1.0M12025
Retirement plans
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