C. Ross Management 401(k) And Profit Sharing Plan
Sponsored by C. Ross Management, Llc · EIN 464411757 · Plan #001
- Total assets
- $2.7M
- Net assets
- $2.7M
- Active participants
- 704
- With balances
- 1,218
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Smith, Brown & Groover, Inc. CRD 1329 | fuzzy_auto · 99% | 2024 |
| Iron Financial Llc CRD 106682 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment advisory (participants) | $17,923 |
| Howard Moore And Mcduffie Pc | Accounting | $12,000 |
| Proaccount | Investment advisory (participants) | $2,400 |
| Benefit Solutions, Etc. Llc | Contract administrator | $1,380 |
| Iron Financial | Investment advisory (plan) | $1,050 |
| Smith, Brown & Groover, Inc | Investment advisory (plan) | $0 |