Original filing (PDF)20251007090041NAL0007806064001

RICHTER & COMPANY, LLC

Name: RICHTER & COMPANY, LLC — RICHTER & COMPANY, LLC 401K PLAN, Form 5500 (2024)
Creator: RICHTER & COMPANY, LLC

Form 5500-SF

FILING_RECEIVED

RICHTER & COMPANY, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHTER & COMPANY, LLC.

Plan sponsor

Name

RICHTER & COMPANY, LLC

EIN

20-1169520

Address

PO BOX 566 · CAIRO, GA · 39828

Phone

(229) 377-3446

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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