Original filing (PDF)20250814141330NAL0009179475001

RAM WEALTH ADVISORS LLC

Name: RAM WEALTH ADVISORS LLC — RAM WEALTH ADVISORS 401K PLAN, Form 5500 (2024)
Creator: RAM WEALTH ADVISORS LLC

Form 5500-SF

FILING_RECEIVED

RAM WEALTH ADVISORS 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

RAM WEALTH ADVISORS LLC

EIN

47-4610442all filings

Address

1501 VENERA AVE., SUITE 210 · CORAL GABLES, FL · 33146

Phone

(305) 809-7642

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

2025-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TRUE WEALTH GROUP

TRUE WEALTH GROUP 401(K) PLAN

$232K · 3 participants

JACOBI, INC.

JACOBI STRATEGIES 401(K) PLAN

$232K · 10 participants

ENASS 0429 LLC

ENASS 0429 LLC 401(K) PROFIT SHARING PLAN & TRUST

$232K · 1 participants

CORNERSTONE WEALTH MANAGEMENT, LLC

CORNERSTONE WEALTH MANAGEMENT, LLC 401(K) PLAN

$232K · 2 participants

YU CAPITAL

YU CAPITAL 401(K) PLAN

$232K · 1 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.