How big is Charles A. Richardson, Inc.'s plan?

Charles A. Richardson, Inc.'s plan reported $3.1M in assets and 11 participants for 2024.

Original filing (PDF)20250624110819NAL0004189507001

Charles A. Richardson, Inc.

Name: Charles A. Richardson, Inc. — Charles A. Richardson, Form 5500 (2024)
Creator: Charles A. Richardson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles A. Richardson 401(k) Retirement Plan

401(k) retirement plan · Charles A. Richardson, Inc.'s Charles A. Richardson 401(k) Retirement Plan held $3.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Charles A. Richardson, Inc.'s EIN is 04-1772380.

EIN 04-1772380

Plan number 002

Plan year 2024

ACK ID 20250624110819NAL0004189507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles A. Richardson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles A. Richardson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES A. RICHARDSON, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score