How big is Ross Environmental Services, Inc.'s plan?

Ross Environmental Services, Inc.'s plan reported $42.6M in assets and 312 participants for 2023.

Original filing (PDF)20250915084535NAL0000931361001

Ross Environmental Services, Inc.

Name: Ross Environmental Services, Inc. — Ross Employees', Form 5500 (2023)
Creator: Ross Environmental Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ross Employees' 401(k) Savings Plan

401(k) retirement plan · Ross Environmental Services, Inc.'s Ross Employees' 401(k) Savings Plan held $42.6M in plan assets for 312 participants in 2023, with Fidelity as recordkeeper.

Active participants

312

Accounts w/ balance

347

Plan assets (EOY)

$42.6M

Net assets (EOY)

$42.6M

People on this filing

Robert E Ward signed Ross Environmental Services, Inc.'s 2023 Form 5500 as plan administrator.

Robert E Ward — 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 Environmental Services, Inc.'s EIN is 34-1349256.

EIN 34-1349256

Plan number 005

Plan year 2023

ACK ID 20250915084535NAL0000931361001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ross Environmental Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ross Environmental Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

ROSS ENVIRONMENTAL SERVICES, INC.

EIN

all filings

Address

150 INNOVATION DR · ELYRIA, OH · 44035

Phone

(440) 366-2086

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$84K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SVCS ADVS	59-2937883	—	INVESTMENT ADVISOR	$40K	—

Investments

26 direct securities· $42.5M(100% of reported assets)

Other securities

$20.7M

16 holdings

Common Collective Trusts

$9.7M

2 holdings

Mutual Funds

$9.4M

6 holdings

Common Stocks

$2.3M

1 holding

Bonds / Notes

$313K

1 holding

					% of plan
IShares S&P 500 Index FD A Mutual Fund N/A	Common Collective Trusts	—	—	$7.2M	16.9%
JP Morgan U.S. Equity Class A Mutual Fund N/A	Other securities	—	—	$4.2M	9.9%
MFS LG Growth R3 Mutual Fund N/A	Mutual Funds	—	—	$4.2M	9.8%
IShares Russell Mid Cap Index A Mutual Fund N/A	Other securities	—	—	$3.5M	8.3%
Sterling Capital Total Return Class A Mutual Fund N/A	Other securities	—	—	$3.5M	8.1%
American Funds American Mutual Fund R4 Mutual Fund N/A	Mutual Funds	—	—	$3.3M	7.8%
IShares Russell 2000 SM-CP Mutual Fund N/A	Common Collective Trusts	—	—	$2.5M	5.8%
GROUP ANNUITY CONTRACT Standard Stable Asset Fund 3 Group Annuity Contract N/A	Common Stocks	—	—	$2.3M	5.4%
T Rowe Retirement 2040 Fund Advisor Mutual Fund N/A	Other securities	—	—	$1.9M	4.5%
Europacific Growth Fund R4 Mutual Fund N/A	Other securities	—	—	$1.5M	3.4%
T Rowe Retirement 2050 Fund Advisor Mutual Fund N/A	Other securities	—	—	$1.3M	3.2%
IShares MSCI EAFE Intl Index A Mutual Fund N/A	Other securities	—	—	$1.3M	3.1%
Invesco Oppenheimer Dev Mkts FD A Mutual Fund N/A	Mutual Funds	—	—	$1.0M	2.4%
T Rowe Retirement 2020 Fund Advisor Mutual Fund N/A	Other securities	—	—	$1.0M	2.4%
T Rowe Retirement 2060 Fund Advisor Mutual Fund N/A	Other securities	—	—	$897K	2.1%
Vanguard Total Bond Market Index Mutual Fund N/A	Mutual Funds	—	—	$763K	1.8%
Victory Trivalent International Small Cap A Mutual Fund N/A	Other securities	—	—	$536K	1.3%
T Rowe Retirement 2030 Fund Advisor Mutual Fund N/A	Other securities	—	—	$386K	0.9%
Notes receivable from participants * NOTES RECEIVABLE FROM PARTICIPANTS ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$313K	0.7%
Prudential High Yield Fund Class A Mutual Fund N/A	Other securities	—	—	$298K	0.7%
Blackrock Global Allocation Inv A Mutual Fund N/A	Other securities	—	—	$270K	0.6%
S American Century Inflation Adj Bond Mutual Fund N/A	Mutual Funds	—	—	$104K	0.2%
Principal Real Estate Sec A Mutual Fund N/A	Other securities	—	—	$46K	0.1%
Blackrock Strat Glbl BD FD C Mutual Fund N/A	Other securities	—	—	$36K	<0.1%
MONEY MARKET FUNDS * Fidelity Government Money Market Fund Class K6 Money Market N/A	Mutual Funds	—	—	$32K	<0.1%
T Rowe Retirement 2010 Fund Advisor Mutual Fund N/A	Other securities	—	—	$4K	<0.1%