Plan Snapshot
- Plan Sponsor: Ramaker & Associates, INC.
- Sponsor EIN: 391739045
- Sponsor Address: 855 COMMUNITY DRIVE, SAUK CITY, WI, 535831662
- Plan Type: 401(k)
- Total Participants: 88
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 88 | $14.2M | $210,653 | $801,131 |
| 2023 | 106 | $12.6M | $205,888 | $778,183 |
| 2022 | 109 | $10.6M | $194,706 | $685,079 |
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 |
|---|---|---|---|---|
| MEICHER CPAS | 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 |
|---|---|---|---|---|---|
| 2024 | $35,996 | $27,820 | — | — | — |
| 2023 | $27,503 | $21,977 | — | — | — |
| 2022 | $23,488 | $23,488 | — | — | — |