Back to filter
Original filing (PDF)20250425071531NAL0014211024001
ROSS A. MCLAURIN
Form 5500-SF
FILING_RECEIVED
ROSS A. MCLAURIN 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSS A. MCLAURIN.
Plan sponsor
Name
ROSS A. MCLAURIN
EIN
76-0090527
Address
7670 WOODWAY · SUITE 275 · HOUSTON, TX · 77063
Phone
(713) 789-5050
Industry
Finance & Insurancesee 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
2025-04-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
HOEY INVESTMENTS, INC.
HOEY INVESTMENTS 401(K) PROFIT SHARING PLAN
$2.4M · 6 participants
EQUINOX PARTNERS INVESTMENT MANAGEMENT, LLC
MASON HILL ADVISORS 401(K) PLAN
$2.4M · 11 participants
MCCLELLAND & ASSOCIATES, INC.
MCCLELLAND & ASSOCIATES DEFINED BENEFIT PLAN
$2.4M · 3 participants
CEDAR MOUNTAIN ADVISORS- PRIVATE CLIENT GROUP
CMA-PCG 401(K) PLAN
$2.4M · 10 participants
KNIGHT INVESTMENTS GROUP, INC.
KNIGHT INVESTMENTS GROUP, INC. DEFINED BENEFIT PLAN
$2.4M · 1 participants
NBS FINANCIAL SERVICES,INC./AFFILIATED COMPANIES
NBS FINANCIAL SERVICES, INC. & AFFILIATED COMPANIES 401-K PROFIT SHARING PLAN
$2.4M · 3 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants