· 2022–2024 · DOL EFAST2

Ross & Shoalmire, LLP — Ross & Shoalmire, LLP 401(k), Form 5500 (2024)

Original filing (PDF)20250825105711NAL0015158626001

Ross & Shoalmire, LLP

Form 5500-SF

FILING_RECEIVED

Ross & Shoalmire, LLP 401(k) Plan

401(k) retirement plan · Ross & Shoalmire, LLP's Ross & Shoalmire, LLP 401(k) Plan held $2.1M in plan assets for 14 participants in 2024.

Active participants

14

Accounts w/ balance

17

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

67

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSS & SHOALMIRE, LLP.

Plan sponsor

Name

ROSS & SHOALMIRE, LLP

EIN

20-3374150all filings

Address

1820 GALLERIA OAKS DR. · TEXARKANA, TX · 75503

Phone

(903) 223-5653

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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