Original filing (PDF)20251013100224NAL0000453235001

SHELLEY B. ROSS, III & ASSOCIATES, P.C.

Name: SHELLEY B. ROSS, III & ASSOCIATES, P.C. — SHELLEY B. ROSS, III & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SHELLEY B. ROSS, III & ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

SHELLEY B. ROSS, III & ASSOCIATES PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$319K

Net assets (EOY)

$319K

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 (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELLEY B. ROSS, III & ASSOCIATES, P.C..

Plan sponsor

Name

SHELLEY B. ROSS, III & ASSOCIATES, P.C.

EIN

76-0019312all filings

Address

2302 FANNIN, SUITE 101 · HOUSTON, TX · 770029135

Phone

(713) 739-1108

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator