How big is Earley & Ross Ltd.'s plan?

Earley & Ross Ltd.'s plan reported $53K in assets and 137 participants for 2023.

Original filing (PDF)20240606083148NAL0021909825001

Earley & Ross Ltd.

Name: Earley & Ross Ltd. — Earley & Ross 401(k) Plan, Form 5500 (2023)
Creator: Earley & Ross Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Earley & Ross 401(k) Plan

401(k) retirement plan · Earley & Ross Ltd.'s Earley & Ross 401(k) Plan held $53K in plan assets for 137 participants in 2023.

Signals · 1

No auditor on file

Active participants

137

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Tracy Ross signed Earley & Ross Ltd.'s 2023 Form 5500 as plan administrator.

Tracy Ross — 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

Earley & Ross Ltd.'s EIN is 31-1745540.

EIN 31-1745540

Plan number 001

Plan year 2023

ACK ID 20240606083148NAL0021909825001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Earley & Ross Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Earley & Ross Ltd.'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 EARLEY & ROSS LTD.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score