How big is RAM Wealth Advisors LLC's plan?

RAM Wealth Advisors LLC's plan reported $232K in assets and 2 participants for 2024.

Original filing (PDF)20250814141330NAL0009179475001

RAM Wealth Advisors LLC

Name: RAM Wealth Advisors LLC — RAM Wealth Advisors 401(k), Form 5500 (2024)
Creator: RAM Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RAM Wealth Advisors 401(k) Plan

401(k) retirement plan · RAM Wealth Advisors LLC's RAM Wealth Advisors 401(k) Plan held $232K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

Plan identifiers

RAM Wealth Advisors LLC's EIN is 47-4610442.

EIN 47-4610442

Plan number 001

Plan year 2024

ACK ID 20250814141330NAL0009179475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RAM Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RAM Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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