How big is Ratio Advisors, LLC's plan?

Ratio Advisors, LLC's plan reported $1.9M in assets and 14 participants for 2024.

Original filing (PDF)20250909163220NAL0020419793001

Ratio Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Ratio Advisors 401(k) and Profit Sharing Plan

401(k) retirement plan · Ratio Advisors, LLC's Ratio Advisors 401(k) and Profit Sharing Plan held $1.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jessica WU signed Ratio Advisors, LLC's 2024 Form 5500 as plan administrator.

Jessica WU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ratio Advisors, LLC's EIN is 81-5241635.

EIN 81-5241635

Plan number 001

Plan year 2024

ACK ID 20250909163220NAL0020419793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ratio Advisors, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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