Michael Winget signed C. Ross Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
C. Ross Management, LLC's EIN is 46-4411757.
Download the official 2024 Form 5500 (PDF) for C. Ross Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)C. Ross Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | INVESTMENT ADVISORY | $18K | — |
| PROACCOUNT | 73-0988442 | — | INVESTMENT ADVISOR | $2K | — |
| IRON FINANCIAL | — | NORTHBROOK, IL | INVESTMENT ADVISOR | $1K | — |
| SMITH, BROWN & GROOVER, INC | — | MACON, GA | INVESTMENT ADVISOR | $0 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2040 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $331K | 12.2% | |
| Nuveen Lifecycle Index 2045 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $263K | 9.6% | |
| Nuveen Lifecycle Index 2035 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $254K | 9.3% | |
| Nuveen Lifecycle Index 2030 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $231K | 8.5% | |
| Nuveen Lifecycle Index 2025 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $165K | 6.1% | |
| Nuveen Lifecycle Index 2050 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $149K | 5.5% | |
| Nuveen Lifecycle Index 2055 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $132K | 4.9% | |
| JPM LgCap Gr R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $126K | 4.6% | |
| NW Inv Dest Mod Aggr R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $99K | 3.6% | |
| Nuveen Lifecycle Index 2060 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $93K | 3.4% | |
| Fid 500 Indx Pooled Separate Account - | Pooled Separate Accounts | — | — | $89K | 3.3% | |
| NW Fxd Sel Optn Fixed income account - | Other securities | — | — | $60K | 2.2% | |
| Nuveen Lifecycle Index 2020 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $57K | 2.1% | |
| Nuveen Lifecycle Index 2065 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $52K | 1.9% | |
| Nuveen Lifecycle Index 2015 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $39K | 1.4% | |
| Fed Hrms Gov Oblgtns Prmr Pooled Separate Account - | Pooled Separate Accounts | — | — | $37K | 1.4% | |
| Gdmnscs Gqgptnrintloppr R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $37K | 1.3% | |
| Fid US Bd Indx Pooled Separate Account - | Pooled Separate Accounts | — | — | $36K | 1.3% | |
| Prncpl Mdcap R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $33K | 1.2% | |
| Fid Intl Indx Pooled Separate Account - | Pooled Separate Accounts | — | — | $28K | 1.0% | |
| NW GenevaSmCapGr Inst Svc Pooled Separate Account - | Pooled Separate Accounts | — | — | $27K | 1.0% | |
| DodgeCox Intl Stk Pooled Separate Account - | Pooled Separate Accounts | — | — | $25K | 0.9% | |
| Cohenstrs Realest Sec Z Pooled Separate Account - | Pooled Separate Accounts | — | — | $24K | 0.9% | |
| NW Loomis AllCap Gr R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $23K | 0.8% | |
| Avnts US LgCap Val Inst Pooled Separate Account - | Pooled Separate Accounts | — | — | $22K | 0.8% | |
| PGIM Ttl Rtn Bd R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $22K | 0.8% | |
| JPM Eq Inc R5 Pooled Separate Account - | Pooled Separate Accounts | — | — | $21K | 0.8% | |
| Avantis Emerging Mkts Eqty Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $20K | 0.7% | |
| BlkRk Hi Yld Bd Port K Pooled Separate Account - | Pooled Separate Accounts | — | — | $19K | 0.7% | |
| Party in Description of Current Interest Identity of Issue Investment Cost Value * NW Inv Dest Cnsrv R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $18K | 0.7% | |
| NW Inve Dest Mod R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $18K | 0.6% | |
| PIMCO Comdy Real Rtn Strat Inst Pooled Separate Account - 67 PIMCO Real Rtn Inst Pooled Separate Account - | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| MFS Mdcap Gr R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $13K | 0.5% | |
| DFA Emrg Mkt Cor Eq Inst Pooled Separate Account - 114 Diamond Hill MdCap I Pooled Separate Account - | Pooled Separate Accounts | — | — | $12K | 0.5% | |
| Prncpl Glbl RealEst R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $12K | 0.4% | |
| BlkRk Ttl Rtn K Pooled Separate Account - | Pooled Separate Accounts | — | — | $12K | 0.4% | |
| JPM Mrtg Bckd Sec R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $10K | 0.4% | |
| Legal & Gen Commodity Strtgy Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $10K | 0.4% | |
| Interest Identity of Issue Investment Cost Value AB Glbl Bd I Pooled Separate Account - 16 AB Global Bond Fund Class Z Pooled Separate Account - | Pooled Separate Accounts | — | — | $10K | 0.4% | |
| NW Inv Dest Aggr R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $9K | 0.3% | |
| Fed Hrms Inst HiYldBd Inst Pooled Separate Account - | Pooled Separate Accounts | — | — | $9K | 0.3% | |
| Fid Ttl Mkt Indx Pooled Separate Account - | Pooled Separate Accounts | — | — | $8K | 0.3% | |
| AmFds New Wld R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $8K | 0.3% | |
| Vngrd Wndsr Adml Pooled Separate Account - | Pooled Separate Accounts | — | — | $7K | 0.3% | |
| Vngrd Explr Adml Pooled Separate Account - | Pooled Separate Accounts | — | — | $7K | 0.3% | |
| Avnts US SmCap Val Inst Pooled Separate Account - | Pooled Separate Accounts | — | — | $7K | 0.3% | |
| Fid Infl Prtct Bd Indx Pooled Separate Account - | Pooled Separate Accounts | — | — | $6K | 0.2% | |
| Nuveen Lifecycle Index 2010 Fund Pooled Separate Account - | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| NW Inv Dest Mod Cnsrv R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $5K | 0.2% | |
| JPM Cor Bd R6 Pooled Separate Account - | Pooled Separate Accounts | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT SOLUTIONS, ETC. LLC | 81-3186048 | — | CONTRACT ADMIN | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD MOORE AND MCDUFFIE PC | — | MACON, GA | AUDITOR | $12K | — |
