How big is Samuel Ramirez & Company Inc.'s plan?

Samuel Ramirez & Company Inc.'s plan reported $132K in assets and 4 participants for 2024.

Original filing (PDF)20250618172036NAL0006245826001

Samuel Ramirez & Company Inc.

Name: Samuel Ramirez & Company Inc. — Samuel Ramirez & Co, Form 5500 (2024)
Creator: Samuel Ramirez & Company Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel Ramirez & Co Retirement Plan

401(k) retirement plan · Samuel Ramirez & Company Inc.'s Samuel Ramirez & Co Retirement Plan held $132K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

Plan identifiers

Samuel Ramirez & Company Inc.'s EIN is 13-2695511.

EIN 13-2695511

Plan number 001

Plan year 2024

ACK ID 20250618172036NAL0006245826001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samuel Ramirez & Company Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samuel Ramirez & Company Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score