# Charles Ross & Son Company 401(k) Plan
Source: https://planprovider.pro/companies/charles-ross-son-company-401k-plan

> Charles Ross & Son Company's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles Ross & Son Company

- **Sponsor EIN:** 111260400

- **Sponsor Address:** 710 OLD WILLETS PATH, HAUPPAUGE, NY, 11788

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $12.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|137|$12.8M|$327,016|$550,562|

| 2023|138|$15.2M|$333,882|$602,489|

| 2022|140|$13.2M|$314,556|$586,454|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERCER INVESTMENTS, LLC|INVESTMENT ADVISOR|$53,837|—|$53,837|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$15,177|—|$15,177|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $69,014

- **Estimated Expense Ratio:** 0.538% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$69,981|$54,804|—|—|—|

| 2023|$71,538|$622|—|—|—|

| 2022|$59,641|—|$59,641|—|—|

## Similar Plans

- [Cameron Manufacturing And Design, INC.](https://planprovider.pro/companies/cameron-manufacturing-and-design-inc-plan) — 139 participants

- [Precision Grinding & Manufacturing Corp.](https://planprovider.pro/companies/precision-grinding-manufacturing-corp-401k-plan) — 134 participants

- [Cameron Manufacturing & Design](https://planprovider.pro/companies/cameron-manufacturing-design-401k-plan) — 144 participants

- [Horschel Brothers Precision, LLC](https://planprovider.pro/companies/horschel-brothers-precision-llc-401k-plan) — 125 participants

- [Keller Technology Corporation](https://planprovider.pro/companies/keller-technology-corporation-401k-plan) — 152 participants

- [Koike Aronson, INC.](https://planprovider.pro/companies/koike-aronson-inc-401k-plan) — 107 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/charles-ross-son-company-401k-plan)

© 2026 PlanProvider.Pro