PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ERIC G. RAMSAY, JR. ASSOCIATES, LLC
Sponsor portfolio

ERIC G. RAMSAY, JR. ASSOCIATES, LLC

EIN 73-1633020-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
13
236 WEST MAIN STREET - BAY SHORE, NY 11706516-319-8605
Plans on this EIN
2 filings
#001TraditionalDB-$2.2M - 8 part#002401k-$875K - 5 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 13 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • ASSOC., LLC PENSION (#001)72%
  • ASSOCIATES, LLC 401K (#002)28%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOC., LLC PENSION (#001)8
  • ASSOCIATES, LLC 401K (#002)5
Total 13Click 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#001

ERIC G. RAMSAY, JR. ASSOC., LLC PENSION PLAN

TraditionalDB

Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ERIC G. RAMSAY, JR. ASSOCIATES, LLC 401K

401k

Assets$875K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ERIC G. RAMSAY, JR. ASSOC., LLC PENSION PLANTraditionalDB$2.2M82024
002ERIC G. RAMSAY, JR. ASSOCIATES, LLC 401K401k$875K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica