AUMdb

Ramaker & Associates, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Ramaker & Associates, Inc. · EIN 391739045 · Plan #001

Total assets
$14.2M
Net assets
$14.2M
Active participants
88
With balances
123

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
Thompson Investment Management, Inc. CRD 129609 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Thompson Investment Investment advisory (participants), Investment advisory (plan), Investment management $27,064
Mid Atlantic Trust Company Trustee (institutional) $6,766
Tpc Qualified Plans Llc Recordkeeping, Consulting (general), Participant loan processing $1,410