Original filing (PDF)20250402152302NAL0014527296001

RAMSIER FINANCIAL SERVICES INC

Name: RAMSIER FINANCIAL SERVICES INC — RAMSIER FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RAMSIER FINANCIAL SERVICES INC

Form 5500-SF

FILING_RECEIVED

RAMSIER FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAMSIER FINANCIAL SERVICES INC.

Plan sponsor

Name

RAMSIER FINANCIAL SERVICES INC

EIN

34-1813230

Address

PO BOX 467 · SMITHVILLE, OH · 446770467

Phone

(330) 669-3005

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PRAESIDIUM INVESTMENT MANAGEMENT

PRAESIDIUM 401K PLAN

$3.6M · 12 participants

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN

$3.6M · 7 participants

STORY3 CAPITAL PARTNERS, LLC

STORY3 CAPITAL PARTNERS, LLC CASH BALANCE PLAN

$3.6M · 3 participants

MARRON CAPITAL LLC

MARRON CAPITAL LLC 401(K) PLAN

$3.6M · 9 participants

TENNANT FINANCIAL

TENNANT FINANCIAL 401(K) PROFIT SHARING PLAN