How big is James U Ross' plan?

James U Ross' plan reported $1.9M in assets and 1 participants for 2024.

Original filing (PDF)20250711144036NAL0017572706001

James U Ross

Name: James U Ross — James U Ross Money Purchase, Form 5500 (2024)
Creator: James U Ross
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James U Ross Money Purchase

Defined-contribution retirement plan · James U Ross' James U Ross Money Purchase held $1.9M in plan assets for 1 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

James Ross signed James U Ross' 2024 Form 5500 as plan administrator.

James 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

James U Ross' EIN is 74-1608178.

EIN 74-1608178

Plan number 001

Plan year 2024

ACK ID 20250711144036NAL0017572706001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James U Ross' plan includes money-purchase contributions, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (99th percentile).

Plan sponsor

Name

JAMES U ROSS

EIN

all filings

Address

PO BOX 782544 · SAN ANTONIO, TX · 782782544

Phone

(210) 349-7400

Industry

Law Offices· Professional & Technical Services

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

2025-07-11

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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