Samuel A. Ramirez & Co., INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Samuel A. Ramirez & Co., INC.
  • Sponsor EIN: 132695511
  • Sponsor Address: 14 EAST 52ND STREET, NEW YORK, NY, 10022
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 176
  • Total Assets: $43.0M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023176$43.0M$912$2.3M
2022161$34.3M$0$2.0M

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