Original filing (PDF)20251009113856NAL0003531907001

2001 MARCO RAMOS REVOCABLE TRUST

Name: 2001 MARCO RAMOS REVOCABLE TRUST — CASA RAMOS 401K PLAN, Form 5500 (2024)
Creator: 2001 MARCO RAMOS REVOCABLE TRUST

Form 5500-SF

FILING_RECEIVED

CASA RAMOS 401K PLAN

401(k) retirement plan

Active participants

111

Accounts w/ balance

Plan assets (EOY)

$289K

Net assets (EOY)

$289K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 2001 MARCO RAMOS REVOCABLE TRUST.

Plan sponsor

Name

2001 MARCO RAMOS REVOCABLE TRUST

EIN

47-7202388

Address

2650 LARKSPUR LANE SUITE C · REDDING, CA · 96002

Phone

(530) 842-2098

Industry

Accommodation & Food Servicessee 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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 15% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.