Richard and Richard, P.A. 401(k) Plan

The Richard and Richard, P.A. 401(k) on its latest Form 5500

Richard and Richard, P.A. (EIN 59-2720377) reports RICHARD AND RICHARD, P.A. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $3.6M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Richard and Richard, P.A. filing — schedules, fees, and providers.

Who runs the Richard and Richard, P.A. 401(k)?

Richard and Richard, P.A.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Richard and Richard, P.A.HR for the recordkeeper’s name and login.

How to check your Richard and Richard, P.A. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Richard and Richard, P.A. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).