Original filing (PDF)20251013144816NAL0000727747001

ROSS INDUSTRIES, INC.

Name: ROSS INDUSTRIES, INC. — ROSS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST, Form 5500 (2024)
Creator: ROSS INDUSTRIES, INC.

Form 5500

FILING_RECEIVED

ROSS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST

Defined-contribution retirement plan

Signals · 2

91% in single holdingNo recordkeeper disclosed

Active participants

113

Accounts w/ balance

176

Plan assets (EOY)

$46.1M

Net assets (EOY)

$42.4M

How this plan invests

This plan

3 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS INDUSTRIES, INC..

Plan sponsor

Name

ROSS INDUSTRIES, INC.

EIN

11-3488476

Address

710 OLD WILLETS PATH · HAUPPAUGE, NY · 11788

Phone

(631) 234-0500

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2P · Leveraged ESOP

3I · Requires investment in employer securities

2Q · S-corporation ESOP

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities· $46.0M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Ross Industries, Inc.	—	119,767	—	$41.7M	90.4%
Ross Industries, Inc.	—	10,101	—	$3.5M	7.6%
Citibank, N.A.	—	—	—	$835K	1.8%

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