Ross Innovative Employment Solutions 401(k) Plan
Sponsored by Ross Innovative Employment Solutions · EIN 474926893 · Plan #001
- Total assets
- $67.2M
- Net assets
- $67.2M
- Active participants
- 7,970
- With balances
- 5,218
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 |
|---|---|---|
| Wellspring Financial, Llc CRD 288023 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $250,795 |
| Wellspring Financial Partners | Investment advisory (plan) | $83,578 |