Original filing (PDF)20250627153226NAL0013962016001

ROSS W. LEE, INC. A PROF LAW CORP

Name: ROSS W. LEE, INC. A PROF LAW CORP — ROSS W. LEE, INC. A PROF LAW CORP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ROSS W. LEE, INC. A PROF LAW CORP

Form 5500-SF

FILING_RECEIVED

ROSS W. LEE, INC. A PROF LAW CORP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS W. LEE, INC. A PROF LAW CORP.

Plan sponsor

Name

ROSS W. LEE, INC. A PROF LAW CORP

EIN

20-5970385

Address

611 13TH STREET · MODESTO, CA · 95354

Phone

(209) 521-9190

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-06-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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