Original filing (PDF)20251007091853NAL0002537795001

RICHARDSON KONTOGOURIS EMERSON LLP

Name: RICHARDSON KONTOGOURIS EMERSON LLP — RICHARDSON KONTOGOURIS EMERSON LLP CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: RICHARDSON KONTOGOURIS EMERSON LLP

Form 5500-SF

FILING_RECEIVED

RICHARDSON KONTOGOURIS EMERSON LLP CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARDSON KONTOGOURIS EMERSON LLP.

Plan sponsor

Name

RICHARDSON KONTOGOURIS EMERSON LLP

EIN

01-0871934

Address

20285 S. WESTERN AVE SUITE 300 · TORRANCE, CA · 90501

Phone

(310) 527-4550

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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