Plan Snapshot
- Plan Sponsor: Rama Associates LLC
- Sponsor EIN: 273574174
- Sponsor Address: 58 NORTH PAWLING ST, HAGAMAN, NY, 12086
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 97 | $1.3M | $0 | $39,446 |
| 2023 | 122 | $1.3M | $23,094 | $72,946 |
| 2022 | 108 | $1.1M | $33,359 | $71,991 |
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 |
|---|---|---|---|---|
| PHILLIP BECKETT, CPA, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $28,607 | — | $28,607 | — | — |
| 2024 | $5,894 | — | $5,894 | — | — |
| 2023 | $3,736 | — | $3,736 | — | — |
| 2022 | $1,745 | — | $1,745 | — | — |