AUMdb

Ramos Oil Company, Inc. 401(k) Profit Sharing Plan

Sponsored by Ramos Oil Company, Inc. · EIN 942248416 · Plan #001

Total assets
$17.5M
Net assets
$17.5M
Active participants
83
With balances
193

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $54,100
Capfinancial Partners, Llc (Dba)cap Investment advisory (plan), Consulting fees $32,928