Roger Richards signed Richards & Associates P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Richards & Associates P.C.'s EIN is 23-2938035.
Download the official 2024 Form 5500 (PDF) for Richards & Associates P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richards & Associates P.C.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | NONE | $87K | — |
| MORGAN LEWIS & BOCKIUS LLP | — | PITTSBURGH, PA | NONE | $86K | — |
| DEFINITI | 85-0833363 | — | NONE | $37K | — |
| SCHAFFNER, KNIGHT, MINNAUGH & CO | 25-1690617 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MICROSOFT CORP | Common Stocks | — | $131K | $257K | 2.8% | |
| STANDARD BANK DEPOSIT | Other securities | — | — | $193K | 2.1% | |
| AMAZON COM INC | Common Stocks | — | $92K | $175K | 1.9% | |
| LEGG MASON PRTNR INSTL TR WESTN ASSET SMASH SER CORE COMPLETION FD | Other securities | — | $201K | $138K | 1.5% | |
| LEGG MASON PARTNERS INSTL TR WESTERN ASSET SMASH SER C FD | Other securities | — | $127K | $124K | 1.4% | |
| LEGG MASON PARTNERS INSTL TR WESTERN ASSET SMASH SER M FD | Other securities | — | $131K | $98K | 1.1% | |
| EXPANDED BANK DEPOSIT | Other securities | — | — | $93K | 1.0% | |
| PIA BBB BOND FUND MANAGED ACCOUNT COMPLETION CLASS SHARES | Other securities | — | $102K | $91K | 1.0% | |
| APPLE INC | Common Stocks | — | $95K | $87K | 1.0% | |
| VISA INC CLASS A | Common Stocks | — | $59K | $87K | 1.0% | |
| ORACLE CORPORATION | Common Stocks | — | $55K | $82K | 0.9% | |
| BROADCOM INC | Common Stocks | — | $34K | $74K | 0.8% | |
| ELI LILLY & CO | Common Stocks | — | $62K | $65K | 0.7% | |
| MASTERCARD INC CL A | Common Stocks | — | $40K | $64K | 0.7% | |
| NVIDIA CORP | Common Stocks | — | $26K | $64K | 0.7% | |
| JPMORGAN CHASE & CO | Common Stocks | — | $27K | $60K | 0.7% | |
| ALPHABET INC VOTING CAP STK CL A | Common Stocks | — | $34K | $58K | 0.6% | |
| ABBOTT LABORATORIES | Other securities | — | $41K | $58K | 0.6% | |
| SHOPIFY INC CL A | Common Stocks | — | $35K | $56K | 0.6% | |
| NETFLIX.COM INC | Common Stocks | — | $14K | $55K | 0.6% | |
| ALPHABET INC NON VOTING CAP STK CL C | Common Stocks | — | $31K | $55K | 0.6% | |
| EXXON MOBIL CORP | Common Stocks | — | $45K | $54K | 0.6% | |
| PROCTER & GAMBLE CO | Common Stocks | — | $44K | $54K | 0.6% | |
| US TREASURY NOTES | U.S. Treasuries | — | $50K | $50K | 0.6% | |
| US TREASURY NOTES | U.S. Treasuries | — | $48K | $49K | 0.5% | |
| BANK OF AMERICA CORP | Common Stocks | — | $33K | $46K | 0.5% | |
| ZOETIS INC CLASS A | Common Stocks | — | $43K | $45K | 0.5% | |
| SERVICENOW INC | Common Stocks | — | $26K | $44K | 0.5% | |
| PHILIP MORRIS INTERNATIONAL INC | Common Stocks | — | $26K | $44K | 0.5% | |
| HOME DEPOT INC | Common Stocks | — | $29K | $43K | 0.5% | |
| ACCENTURE PLC IRELAND | Common Stocks | — | $42K | $42K | 0.5% | |
| US TREASURY NOTES | U.S. Treasuries | — | $40K | $41K | 0.5% | |
| US TREASURY NOTES | U.S. Treasuries | — | $40K | $41K | 0.5% | |
| COCA-COLA COMPANY | Common Stocks | — | $33K | $41K | 0.4% | |
| US TREASURY NOTES | U.S. Treasuries | — | $41K | $41K | 0.4% | |
| US TREASURY NOTES | U.S. Treasuries | — | $39K | $40K | 0.4% | |
| WALMART INC | Common Stocks | — | $23K | $39K | 0.4% | |
| MCDONALDS CORP | Common Stocks | — | $32K | $38K | 0.4% | |
| META PLATFORMS INC CLASS A | Common Stocks | — | $14K | $37K | 0.4% | |
| INTERCONTINENTAL EXCH EXCHANGE | Other securities | — | $19K | $37K | 0.4% | |
| THERMO FISHER SCIENTIFIC INC | Common Stocks | — | $47K | $36K | 0.4% | |
| AON PLC SHS CL A | Common Stocks | — | $37K | $35K | 0.4% | |
| AMERICAN TOWER CORP REIT | Common Stocks | — | $34K | $35K | 0.4% | |
| ADOBE SYSTEMS INC | Common Stocks | — | $41K | $35K | 0.4% | |
| CROWDSTRIKE HOLDINGS INC SR UNSECURED CALLABLE | Common Stocks | — | $33K | $34K | 0.4% | |
| HILTON WORLDWIDE FIN LLC SR UNSECURED CALLABLE | Other securities | — | $33K | $34K | 0.4% | |
| TWILIO INC SR UNSECURED COMPANY CALLABLE | Common Stocks | — | $33K | $34K | 0.4% | |
| US TREASURY NOTES | U.S. Treasuries | — | $33K | $33K | 0.4% | |
| PENSKE AUTOMOTIVE GRP SR SUBORDINATED COMPANY GTD CALLABLE | Common Stocks | — | $32K | $33K | 0.4% | |
| US TREASURY NOTES | U.S. Treasuries | — | $33K | $33K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
