Original filing (PDF)20250711142935NAL0010484160001

JAMES U ROSS

Name: JAMES U ROSS — JAMES U ROSS PROFIT SHARING, Form 5500 (2024)
Creator: JAMES U ROSS

Form 5500-SF

FILING_RECEIVED

JAMES U ROSS PROFIT SHARING

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

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 (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JAMES U ROSS

EIN

74-1608178all filings

Address

PO BOX 782544 · SAN ANTONIO, TX · 782782544

Phone

(210) 349-7400

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MIGUEL A. HERNANDEZ, ATTORNEY AT LAW

LAW OFFICES OF MIGUEL A. HERNANDEZ EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST

$939K · 5 participants

ZELLAR & ZELLAR, ATTORNEYS AT LAW, INC.

ZELLAR & ZELLAR ATTORNEYS AT LAW, INC. 401(K) PLAN

$939K · 2 participants

FRANK COCOZZELLI, ESQ.

FRANK COCOZZELLI, ESQ. PROFIT SHARING PLAN AND TRUST

$939K

THE SPIVAK LAW FIRM

THE SPIVAK LAW FIRM 401(K) PROFIT SHARING PLAN

$939K · 10 participants

RESNICK LAW GROUP, P.C.

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.