Plan Snapshot
- Plan Sponsor: Ram Industries Acquisitions, LLC
- Sponsor EIN: 474756500
- Sponsor Address: 5615 W FUQUA STREET., BLDG C101, HOUSTON, TX, 770854078
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $3.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 130 | $3.1M | $373,402 | $231,751 |
| 2023 | 150 | $2.4M | $212,438 | $309,695 |
| 2022 | 130 | $2.0M | $211,120 | $307,180 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| INTERLAKE CAPITAL MANAGEMENT, LLC | NONE | $9,287 | — | $9,287 |
| MATRIX FINANCIAL SOLUTIONS, LLC | NONE | $5,469 | — | $5,469 |
| VAIL & PARK P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX FINANCIAL SOLUTIONS, LLC — NONE
- VAIL & PARK P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,756
- Estimated Expense Ratio: 0.481% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $18,102 | $9,287 | — | — | — |
| 2023 | $19,689 | $6,840 | — | — | — |
| 2022 | $20,119 | $14,460 | — | — | — |