How big is Ramon Financial Services, LLC's plan?

Ramon Financial Services, LLC's plan reported $457K in assets and 3 participants for 2025.

Original filing (PDF)20260424220954NAL0006177201094

Ramon Financial Services, LLC

Name: Ramon Financial Services, LLC — Ramon Financial, Form 5500 (2025)
Creator: Ramon Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ramon Financial Services 401(k) Plan

401(k) retirement plan · Ramon Financial Services, LLC's Ramon Financial Services 401(k) Plan held $457K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

Plan identifiers

Ramon Financial Services, LLC's EIN is 20-8517895.

EIN 20-8517895

Plan number 001

Plan year 2025

ACK ID 20260424220954NAL0006177201094

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ramon Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ramon Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RAMON FINANCIAL SERVICES, LLC.

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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