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RICHARD GORDON INTERESTS — RICHARD GORDON INTERESTS & AFFILIATES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250331093945NAL0010858466001
RICHARD GORDON INTERESTS
Form 5500-SF
FILING_RECEIVED
RICHARD GORDON INTERESTS & AFFILIATES PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
RICHARD GORDON INTERESTS
.
Find decision makers
Plan sponsor
Name
RICHARD GORDON INTERESTS
EIN
06-1045692
Address
ONE OLD MOUNTAIN ROAD · FARMINGTON, CT · 06032
Phone
(860) 674-4266
Industry
Real Estate
see all
Plan administrator
Name
DAVID MARTIN
EIN
06-1045692
City
FARMINGTON, CT
Phone
(860) 674-4266
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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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Helping the score
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