Stephen E Brown signed Ross Express LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ross Express LLC's EIN is 61-1867549.
Download the official 2024 Form 5500 (PDF) for Ross Express LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ross Express LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | ROSELAND, NJ | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | ROSELAND, NJ | RECORD KEEPER | — | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $2.0M | 15.9% | |
| JANUS HENDERSON GLOBAL EQ I | Registered Investment Companies | — | — | $1.6M | 12.7% | |
| BLACKROCK ADV LARGE CAP VAL I | Registered Investment Companies | — | — | $885K | 7.1% | |
| BLACKROCK CAP APPRECIATION I | Registered Investment Companies | — | — | $839K | 6.7% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $809K | 6.5% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $779K | 6.3% | |
| BLK ADV SMALL CAP GR I | Registered Investment Companies | — | — | $655K | 5.3% | |
| MFS CORPORATE BOND R6 | Registered Investment Companies | — | — | $582K | 4.7% | |
| INVESCO GLOBAL CORE EQUITY R5 | Registered Investment Companies | — | — | $525K | 4.2% | |
| AMERICAN CENTURY EQ GR I | Registered Investment Companies | — | — | $502K | 4.0% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $471K | 3.8% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $458K | 3.7% | |
| BLK LOW DUR BND PORT - INST | Registered Investment Companies | — | — | $315K | 2.5% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $281K | 2.3% | |
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $274K | 2.2% | |
| BLK IMPACT MORTGAGE FD INSTL | Registered Investment Companies | — | — | $232K | 1.9% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $195K | 1.6% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $191K | 1.5% | |
| DAVIS NEW YORK VENTURE - Y | Registered Investment Companies | — | — | $183K | 1.5% | |
| ALLSPRING ABSOLUTE RETURN R6 | Registered Investment Companies | — | — | $148K | 1.2% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $90K | 0.7% | |
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $77K | 0.6% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $33K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NEW YORK, NY |
| INVESTMENT ADVISOR |
| $14K |
| — |
