Ramey Estep Homes, Inc. 401(k) Retirement Savings Plan
Sponsored by Ramey Estep Homes, Inc. · EIN 610595497 · Plan #001 · Rush, KY
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 238
- With balances
- 155
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 |
|---|---|---|
| Leif Clarke Wealth Management, Inc. CRD 146369 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Leif Clarke Wealth Management Llc | Investment advisory (plan) | $23,745 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $7,808 |