Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
RAMSIER FINANCIAL SERVICES INC.
EIN 34-1813230financial servicesLatest filing 2025
Plans
3
Retirement
2
$6.0M assets
Welfare
1
Participants
27
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RAMSIER FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$5.0M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
RAMSIER FINANCIAL SERVICES INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$934K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
RAMSIER FINANCIAL SERVICES SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RAMSIER FINANCIAL SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.0M | 10 | 2025 | |
| 002 | RAMSIER FINANCIAL SERVICES INC. CASH BALANCE PENSION PLAN | CashBalance | $934K | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RAMSIER FINANCIAL SERVICES SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans