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Sponsor portfolio

RAMEY & HAILEY

EIN 35-1390381-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
3905 VINCENNES ROAD, SUITE 303 - INDIANAPOLIS, IN 46268317-582-0000rameyandhaileylaw.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$971K - 3 part#001401k-$158K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PENSION (#002)86%
  • PROFIT SHARING PLAN (#001)14%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RAMEY & HAILEY CASH BALANCE PENSION PLAN

CashBalance

Assets$971K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RAMEY & HAILEY PROFIT SHARING PLAN

401k

Assets$158K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RAMEY & HAILEY CASH BALANCE PENSION PLANCashBalance$971K32024
001RAMEY & HAILEY PROFIT SHARING PLAN401k$158K32024
Retirement plans
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