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Original filing (PDF)20260206113004NAL0008943568001
RAM MANUFACTURING COMPANY, INC. D/B/A RAM AVIATION SPACE AND DEFENSE
Form 5500
FILING_RECEIVED
RAM MANUFACTURING COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.7 mo
Active participants
323
Accounts w/ balance
349
Plan assets (EOY)
$11.5M
Net assets (EOY)
$11.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
44 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
89
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RAM MANUFACTURING COMPANY, INC. D/B/A RAM AVIATION SPACE AND DEFENSE.
Plan sponsor
Name
RAM MANUFACTURING COMPANY, INC. D/B/A RAM AVIATION SPACE AND DEFENSE
EIN
87-0486348
Address
3172 EAST DESERET DRIVE SOUTH · ST. GEORGE, UT · 84790
Phone
(435) 673-4603
Industry
Manufacturingsee 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
2026-02-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HINTONBURDICK CPAS & ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS, LLC | 27-3188744 | — | ADVISOR | $47K | — |
Investments
26 direct securities · 16 pooled funds· $13.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$7.2M
16 holdings
Uncategorized
$6.6M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Altra Trust SIA Glbl Gr Class 2 | — | — | — | $1.6M | 13.8% | |
| SIA GLBL GR CLASS 2 ALTRA TRUST · EIN 83-1466030 / PN 001 | Common Collective Trust | — | — | $1.6M | 13.8% | |
| TransAmerica Retirement Vanguard 500 Index Admiral | — | — | — | $1.4M | 11.8% | |
| SIA TARGET DATE 2030 CLASS 2 ALTRA TRUST · EIN 83-1300171 / PN 001 | Common Collective Trust | — | — | $1.0M | 8.8% | |
| SIA TARGET DATE 2045 CLASS 2 ALTRA TRUST · EIN 83-1358106 / PN 001 | Common Collective Trust | — | — | $832K | 7.2% | |
| SIA BALANCED MODERATE CLASS 2 ALTRA TRUST · EIN 83-1512343 / PN 001 | Common Collective Trust | — | — | $789K | 6.8% | |
| SIA TARGET DATE 2040 CLASS 2 ALTRA TRUST · EIN 83-1335569 / PN 001 | Common Collective Trust | — | — | $650K | 5.6% | |
| SIA TARGET DATE 2060 CLASS 2 ALTRA TRUST · EIN 83-1401342 / PN 001 | Common Collective Trust | — | — | $647K | 5.6% | |
| TransAmerica Retirement Dodge & Cox Income | — | — | — | $630K | 5.5% | |
| SIA BALANCED GR CLASS 2 ALTRA TRUST · EIN 83-1482059 / PN 001 | Common Collective Trust | — | — | $542K | 4.7% | |
| TransAmerica Retirement TransAmerica Stable Value Core Option | — | — | — | $406K | 3.5% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $393K | 3.4% | |
| SIA TARGET DATE 2050 CLASS 2 ALTRA TRUST · EIN 83-1373905 / PN 001 | Common Collective Trust | — | — | $345K | 3.0% | |
| TransAmerica Retirement Vanguard Small-Cap Index Admiral | — | — | — | $303K | 2.6% | |
| TransAmerica Retirement Oakmark Investor | — | — | — | $235K | 2.0% | |
| TransAmerica Retirement Vanguard Mid Cap Index Fund Admiral | — | — | — | $223K | 1.9% | |
| SIA TARGET DATE 2055 CLASS 2 ALTRA TRUST · EIN 83-1392402 / PN 001 | Common Collective Trust | — | — | $205K | 1.8% | |
| TransAmerica Retirement Artisan Mid Cap | — | — | — | $203K | 1.8% | |
| SIA TARGET DATE 2025 CLASS 2 ALTRA TRUST · EIN 83-1286100 / PN 001 | Common Collective Trust | — | — | $164K | 1.4% | |
| TransAmerica Retirement SIA Target Date 2025 | — | — | — | $164K | 1.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $159K | 1.4% | |
| Participant Loans Participant Loans | — | — | — | $159K | 1.4% | |
| SIA LG CAP GR CLASS 2 ALTRA TRUST · EIN 83-1419179 / PN 001 | Common Collective Trust | — | — | $155K | 1.3% | |
| TransAmerica Retirement Grandeur Peak Intl Opportunities | — | — | — | $147K | 1.3% | |
| SIA BALANCED CONSERVATIVE CLASS 2 ALTRA TRUST · EIN 83-1527285 / PN 001 | Common Collective Trust | — | — | $126K | 1.1% | |
| TransAmerica Retirement William Blair Int'l Growth Class N | — | — | — | $123K | 1.1% | |
| TransAmerica Retirement Oakmark International Investor | — | — | — | $104K | 0.9% | |
| SIA TARGET DATE 2035 CLASS 2 ALTRA TRUST · EIN 83-1318731 / PN 001 | Common Collective Trust | — | — | $104K | 0.9% | |
| TransAmerica Retirement Vanguard Emerging Markets Index Admiral | — | — | — | $79K | 0.7% | |
| TransAmerica Retirement Cohen and Steers Realty Shares | — | — | — | $72K | 0.6% | |
| TransAmerica Retirement Janus Henterson Triton N | — | — | — | $71K | 0.6% | |
| TransAmerica Retirement Fidelity Inflation Protected Bond Index | — | — | — | $46K | 0.4% | |
| TransAmerica Retirement Invesco Gold & Special Minerals A | — | — | — | $43K | 0.4% | |
| TransAmerica Retirement Wasatch Small Cap Value | — | — | — | $42K | 0.4% | |
| TransAmerica Retirement Fidelity Emerging Markets | — | — | — | $37K | 0.3% | |
| SIA INCOME GR CLASS 2 ALTRA TRUST · EIN 83-1580447 / PN 001 | Common Collective Trust | — | — | $24K | 0.2% | |
| TransAmerica Retirement PIMCO Income Instl | — | — | — | $20K | 0.2% | |
| TransAmerica Retirement JPMorgan Strategic Income Opps R5 | — | — | — | $16K | 0.1% | |
| SIA TARGET DATE 2020 CLASS 2 ALTRA TRUST · EIN 83-1273151 / PN 001 | Common Collective Trust | — | — | $16K | 0.1% | |
| SIA DIVERSIFIED BD CLASS 2 ALTRA TRUST · EIN 83-3084851 / PN 001 | Common Collective Trust | — | — | $13K | 0.1% | |
| Transamerica Trust Company Cash Reserve Account | — | — | — | $12K | 0.1% | |
| TransAmerica Retirement MFS Mid Cap Value R3 | — | — | — | $8K | <0.1% |