· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROSS & PETHTEL, INC. — ROSS & PETHTEL, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251106154252NAL0008740835001
ROSS & PETHTEL, INC.
Form 5500-SF
FILING_RECEIVED
ROSS & PETHTEL, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
6
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROSS & PETHTEL, INC.
.
Find decision makers
Plan sponsor
Name
ROSS & PETHTEL, INC.
EIN
34-0864520
Address
1943 OLD PLANTATION LN · BATON ROUGE, LA · 708164423
Phone
(225) 273-2202
Industry
Wholesale Trade
see 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
2025-11-06
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
PUR-O-ZONE, INC.
PUR-O-ZONE, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 38 participants
VISCOTEC-AMERICA INC
VISCOTEC-AMERICA INC 401(K)
$3.5M · 26 participants
QUANTA CLOUD TECHNOLOGY USA LLC
QUANTA CLOUD TECHNOLOGY USA LLC 401(K) SAVINGS PLAN
$3.5M · 46 participants
J. H. PENCE COMPANY
J.H. PENCE COMPANY RETIREMENT SAVINGS PLAN & TRUST
$3.5M · 8 participants
TECHNOLOGY ASSETS, LLC
TECHNOLOGY ASSETS, LLC 401(K) PLAN
$3.5M · 53 participants
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SANTEC USA CORPORATION
SANTEC USA CORPORATION 401(K) PLAN
$3.4M · 20 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
