How big is Ross-Shannon & Delaney, PC.'s plan?

Ross-Shannon & Delaney, PC.'s plan reported $2.7M in assets and 4 participants for 2024.

Original filing (PDF)20250926122208NAL0008523393001

Ross-Shannon & Delaney, PC.

Name: Ross-Shannon & Delaney, PC. — Ross-Shannon &, Form 5500 (2024)
Creator: Ross-Shannon & Delaney, PC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ross-Shannon & Delaney, PC. 401(k) Plan

401(k) retirement plan · Ross-Shannon & Delaney, PC.'s Ross-Shannon & Delaney, PC. 401(k) Plan held $2.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Tracey Ross-Shannon signed Ross-Shannon & Delaney, PC.'s 2024 Form 5500 as plan administrator.

Tracey Ross-Shannon — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ross-Shannon & Delaney, PC.'s EIN is 26-0048185.

EIN 26-0048185

Plan number 001

Plan year 2024

ACK ID 20250926122208NAL0008523393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ross-Shannon & Delaney, PC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ross-Shannon & Delaney, PC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ROSS-SHANNON & DELANEY, PC.

EIN

all filings

Address

300 UNION BLVD · SUITE 415 · LAKEWOOD, CO · 80228

Phone

(303) 988-9500

Industry

Law Offices· Professional & Technical Services

Plan administrator