How big is Ross Wealth Advisors, LLC's plan?

Ross Wealth Advisors, LLC's plan reported $743K in assets and 4 participants for 2024.

Original filing (PDF)20250924074853NAL0008345232001

Ross Wealth Advisors, LLC

Name: Ross Wealth Advisors, LLC — Ross Wealth Advisors, Form 5500 (2024)
Creator: Ross Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ross Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ross Wealth Advisors, LLC's Ross Wealth Advisors, LLC 401(k) Profit Sharing Plan held $743K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$743K

Net assets (EOY)

$743K

Plan identifiers

Ross Wealth Advisors, LLC's EIN is 45-5368818.

EIN 45-5368818

Plan number 001

Plan year 2024

ACK ID 20250924074853NAL0008345232001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ross Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ross Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score