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Original filing (PDF)20250915084535NAL0000931361001

ROSS ENVIRONMENTAL SERVICES, INC.

Form 5500
FILING_RECEIVED
ROSS EMPLOYEES' 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
312
Accounts w/ balance
347
Plan assets (EOY)
$42.6M
Net assets (EOY)
$42.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS ENVIRONMENTAL SERVICES, INC..
Plan sponsor
Name
ROSS ENVIRONMENTAL SERVICES, INC.
EIN
34-1349256
Address
150 INNOVATION DR · ELYRIA, OH · 44035
Phone
(440) 366-2086
Industry
Admin Support & Waste Mgmtsee all
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
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDOROVICH & COMPANY
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER-$84K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
RAYMOND JAMES FINANCIAL SVCS ADVS59-2937883INVESTMENT ADVISOR$40K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
BOBER MARKEY FEDOROVICH & CO.34-1523030ACCOUNTANT/AUDITOR$16K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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