Original filing (PDF)20230427115849NAL0012320833001

Carlos Ramirez Insurance Agency, LLC

Name: Carlos Ramirez Insurance Agency, LLC — Carlos Ramire, Form 5500 (2022)
Creator: Carlos Ramirez Insurance Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlos Ramirez Insurance Agency, LLC 401(k) Plan

401(k) retirement plan · Carlos Ramirez Insurance Agency, LLC's Carlos Ramirez Insurance Agency, LLC 401(k) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARLOS RAMIREZ INSURANCE AGENCY, LLC.

Plan sponsor

Name

CARLOS RAMIREZ INSURANCE AGENCY, LLC

EIN

82-3388420all filings

Address

9055 MARBACH RD, STE 110B · SAN ANTONIO, TX · 78245

Phone

(210) 670-1001

Industry

Finance & Insurance

Plan administrator