Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$16.9M
Filings through .
Ramaker & Associates, Inc.
EIN 39-1739045Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
2
$21.1M assets
Health & Benefits
1
$1.0M premiums
Participants
317
1955 ATWOOD AVENUE, SUITE 202 - MADISON, WI 53704800-332-7532
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $21.1M assets / 231 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- TPC QUALIFIED PLANS LLC$16.9M
- (Not disclosed)$4.2M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 147 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$937K
- Prescription drug$937K
- Other$71K
- Life$62K
- Short-term disability$62K
- Long-term disability$62K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RAMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$16.9M
Participants119
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RAMAKER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.2M
Participants112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
RAMAKER AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
Mixed - QUARTZ HEALTH BENEFITS PLANS CORPORATION
Premiums$1.0M
Covered lives147
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RAMAKER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $16.9M | 119 | 2025 |
| #002 | RAMAKER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.2M | 112 | 2025 |
- #001 · 401(k) · 2025119
- #002 · ESOP · 2025112
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | RAMAKER AND ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN | Mixed | QUARTZ HEALTH BENEFITS PLANS CORPORATION | $1.0M | 147 | 2024 |
- #501 · Mixed · QUARTZ HEALTH BENEFITS PLANS CORPORATION · 2024147
Retirement plans
Health & Benefits plans