Ross Innovative Employment Solutions 401(K) Plan — Form 5500 plan (Ross Innovative Employment Solutions)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ross Innovative Employment Solutions 401(K) Plan is a benefit plan reported by Ross Innovative Employment Solutions under EIN 47-4926893 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $21,888,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ross Innovative Employment Solutions
- EIN
- 47-4926893
- Plan number
- 001
- Plan type
- 2
- Location
- St. Clair, MI
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $21,888,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20250401155407NAL0013736418001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,888,952
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,888,952
- Net assets (BOY)
- $9,262,446
Income & contributions
- Employer contributions
- $1,926,412
- Participant contributions
- $2,614,917
- Total contributions
- $5,145,497
- Total income / additions
- $8,076,320
Expenses & distributions
- Benefits paid
- $3,554,801
- Administrative expenses
- $126,659
- Total expenses
- $3,692,739
- Net increase / (decrease)
- $4,383,581
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $95,597 | $0 | 2023 |
| Wellspring Financial Partners | ADVISOR | $31,062 | not reported in the loaded dataset | 2023 |