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Original filing (PDF)20251004140201NAL0002135409001
ROSS EXPRESS LLC
Form 5500
FILING_RECEIVED
ROSS EXPRESS LLC SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
269
Accounts w/ balance
425
Plan assets (EOY)
$12.4M
Net assets (EOY)
$12.4M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS EXPRESS LLC.
Plan sponsor
Name
ROSS EXPRESS LLC
EIN
61-1867549
Address
195 N MAIN STREET PO BOX 8908 · BOSCAWEN, NH · 03303
Phone
(603) 753-4176
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WIPFLI, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| 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 | — | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | NEW YORK, NY | INVESTMENT ADVISOR | $14K | — |
Investments
23 direct securities· $12.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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