How big is Ross Financial, Inc.'s plan?

Ross Financial, Inc.'s plan reported $993K in assets and 9 participants for 2024.

Original filing (PDF)20250819122425NAL0003781312001

Ross Financial, Inc.

Name: Ross Financial, Inc. — Ross Financial 401(k) Plan, Form 5500 (2024)
Creator: Ross Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ross Financial 401(k) Plan

401(k) retirement plan · Ross Financial, Inc.'s Ross Financial 401(k) Plan held $993K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

People on this filing

Matthew Ross signed Ross Financial, Inc.'s 2024 Form 5500 as plan administrator.

Matthew Ross — 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 Financial, Inc.'s EIN is 47-2782145.

EIN 47-2782145

Plan number 001

Plan year 2024

ACK ID 20250819122425NAL0003781312001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ross Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 FINANCIAL, INC..

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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