Ram Partners, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Ram Partners, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ram Partners, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Ram Partners, LLC under EIN 58-2658504 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,095 participants and $20,394,070 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ram Partners, LLC
EIN
58-2658504
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
1,095
End-of-year plan assets
$20,394,070

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,095H, C20241009154845NAL0019571009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,394,070
Total liabilities (EOY)
$0
Net assets (EOY)
$20,394,070
Net assets (BOY)
$15,129,123

Income & contributions

Employer contributions
$1,073,921
Participant contributions
$3,111,461
Total contributions
$4,661,874
Total income / additions
$7,214,532

Expenses & distributions

Benefits paid
$1,775,823
Administrative expenses
$82,503
Total expenses
$1,949,585
Net increase / (decrease)
$5,264,947

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ballew AdvisorsADVISOR$56,057not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$26,446$02023

Related Form 5500 pages