Back to filter
Original filing (PDF)20240606083148NAL0021909825001
EARLEY & ROSS LTD
Form 5500-SF
FILING_RECEIVED
EARLEY & ROSS 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
137
Accounts w/ balance
15
Plan assets (EOY)
$53K
Net assets (EOY)
$53K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARLEY & ROSS LTD.
Plan sponsor
Name
EARLEY & ROSS LTD
EIN
31-1745540
Address
580 E WASHINGTON ST · SABINA, OH · 45169
Phone
(937) 584-2497
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
GREENBRIAR EAST NURSING CENTER
GREENBRIAR NURSING HOME RETIREMENT SVNGS PLAN
$53K
MJJ HOMES, LLC
MJJ HOMES, LLC 401(K) PROFIT SHARING PLAN
$54K · 8 participants
CITY OF HOPE MISSIONS INC
CITY OF HOPE MISSIONS INC 401K PLAN
$54K · 13 participants
MARROQUIN FACILITY
MARROQUIN FACILITY 401(K) PLAN
$53K · 39 participants
PREMIUM CHOICE HOMECARE INC.
PREMIUM CHOICE HOMECARE INC. 401(K) PLAN
$53K · 30 participants
BRANDENBURG OPCO, LLC
BRANDENBURG OPCO, LLC 401(K) PLAN
$53K · 36 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants