AUMdb

Ram Partners, Llc 401(k) Retirement Savings Plan

Sponsored by Ram Partners, Llc · EIN 582658504 · Plan #001

Total assets
$25.3M
Net assets
$25.3M
Active participants
1,941
With balances
1,358

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Ballew Advisors Inc CRD 110522 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ballew Advisors Investment advisory (plan) $68,351
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $36,051