How big is David J. Ross' plan?

David J. Ross' plan reported $1.9M in assets and 3 participants for 2024.

Original filing (PDF)20250925141547NAL0019636210001

David J. Ross

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

Form 5500-SF

FILING_RECEIVED

David J. Ross 401(k) Plan

401(k) retirement plan · David J. Ross' David J. Ross 401(k) Plan held $1.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

David J Ross signed David J. Ross' 2024 Form 5500 as plan administrator.

David J 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

David J. Ross' EIN is 62-1014230.

EIN 62-1014230

Plan number 002

Plan year 2024

ACK ID 20250925141547NAL0019636210001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David J. Ross' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

DAVID J. ROSS

EIN

all filings

Address

8317 CORDOVA RD., STE. #101 · CORDOVA, TN · 38016

Phone

(901) 795-9067

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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