Plan Snapshot
- Plan Sponsor: Ross Express LLC
- Sponsor EIN: 611867549
- Sponsor Address: 195 N MAIN STREET PO BOX 8908, BOSCAWEN, NH, 03303
- Plan Type: 401(k)
- Total Participants: 269
- Total Assets: $12.4M
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 | 269 | $12.4M | $311,934 | $1.1M |
| 2023 | 271 | $10.9M | $260,128 | $907,658 |
| 2022 | 227 | $9.3M | $230,750 | $888,157 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $22,706 | $13,872 | — | — | — |
| 2023 | $18,004 | $12,092 | — | — | — |
| 2022 | $17,539 | — | — | — | — |