Original filing (PDF)20240228124905NAL0016740656001

F.D. RICH CO., INCORPORATED

Name: F.D. RICH CO., INCORPORATED — F.D. RICH CO., INCORPORATED EMPLOYEE PENSION PLAN, Form 5500 (2023)
Creator: F.D. RICH CO., INCORPORATED

Form 5500-SF

FILING_RECEIVED

F.D. RICH CO., INCORPORATED EMPLOYEE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 F.D. RICH CO., INCORPORATED.

Plan sponsor

Name

F.D. RICH CO., INCORPORATED

EIN

06-0509621

Address

222 SUMMER STREET · STAMFORD, CT · 06901

Phone

(203) 359-2900

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-01-10

Filed

2024-02-28

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

1H · PBGC-terminated and closed out

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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