How big is Ross & Witmer, Inc.'s plan?

Ross & Witmer, Inc.'s plan reported $1.8M in assets and 53 participants for 2024.

Original filing (PDF)20250715135512NAL0002252097001

Ross & Witmer, Inc.

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

Form 5500-SF

FILING_RECEIVED

Ross & Witmer, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Ross & Witmer, Inc.'s Ross & Witmer, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Clay Phillips signed Ross & Witmer, Inc.'s 2024 Form 5500 as plan administrator.

Clay Phillips — 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 & Witmer, Inc.'s EIN is 56-0475972.

EIN 56-0475972

Plan number 001

Plan year 2024

ACK ID 20250715135512NAL0002252097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off