Ross & Sons Utility Contractor, Inc. 401(k) Profit Sharing Plan
Sponsored by Ross & Sons Utility Contractor, Inc · EIN 541316705 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 136
- With balances
- 179
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Ins Co | Recordkeeping, Investment management, Float revenue | $30,063 |
| Raymond James & Associates | Investment advisory (participants) | $29,240 |
| Raymond James & Associates | Investment advisory (participants) | $19,279 |