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Original filing (PDF)20251021102134NAL0000888817001
RICHARDS & ASSOCIATES P.C.
Form 5500
FILING_RECEIVED
BLILEY TECHNOLOGIES, INC. PENSION PLAN
Defined-benefit pension plan
Signals · 1
~259 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
532 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
65
Vendor stack
75
Participation health
90
Knocking points off
- 259 bps in Schedule C fees — 398% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARDS & ASSOCIATES P.C..
Plan sponsor
Name
RICHARDS & ASSOCIATES P.C.
EIN
23-2938035
Address
230 WEST SIXTH ST · ERIE, PA · 16507
Phone
(814) 455-0370
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-21
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| 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 | — |
Investments
500 direct securities· $8.6M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MICROSOFT CORP | — | 516 | $131K | $257K | 2.8% | |
| STANDARD BANK DEPOSIT | — | — | — | $193K | 2.1% | |
| AMAZON COM INC | — | 799 | $92K | $175K | 1.9% | |
| LEGG MASON PRTNR INSTL TR WESTN ASSET SMASH SER CORE COMPLETION FD | — | 22,439.859 | $201K | $138K | 1.5% | |
| LEGG MASON PARTNERS INSTL TR WESTERN ASSET SMASH SER C FD | — | 13,776.852 | $127K | $124K | 1.4% | |
| LEGG MASON PARTNERS INSTL TR WESTERN ASSET SMASH SER M FD | — | 12,587.379 | $131K | $98K | 1.1% | |
| EXPANDED BANK DEPOSIT | — | — | — | $93K | 1.0% | |
| PIA BBB BOND FUND MANAGED ACCOUNT COMPLETION CLASS SHARES | — | 10,599.567 | $102K | $91K | 1.0% | |
| APPLE INC | — | 426 | $95K | $87K | 1.0% | |
| VISA INC CLASS A | — | 246 | $59K | $87K | 1.0% | |
| ORACLE CORPORATION | — | 374 | $55K | $82K | 0.9% | |
| BROADCOM INC | — | 267 | $34K | $74K | 0.8% | |
| ELI LILLY & CO | — | 84 | $62K | $65K | 0.7% | |
| MASTERCARD INC CL A | — | 114 | $40K | $64K | 0.7% | |
| NVIDIA CORP | — | 404 | $26K | $64K | 0.7% | |
| JPMORGAN CHASE & CO | — | 206 | $27K | $60K | 0.7% | |
| ALPHABET INC VOTING CAP STK CL A | — | 330 | $34K | $58K | 0.6% | |
| ABBOTT LABORATORIES | — | 424 | $41K | $58K | 0.6% | |
| SHOPIFY INC CL A | — | 486 | $35K | $56K | 0.6% | |
| NETFLIX.COM INC | — | 41 | $14K | $55K | 0.6% | |
| ALPHABET INC NON VOTING CAP STK CL C | — | 308 | $31K | $55K | 0.6% | |
| EXXON MOBIL CORP | — | 504 | $45K | $54K | 0.6% | |
| PROCTER & GAMBLE CO | — | 340 | $44K | $54K | 0.6% | |
| US TREASURY NOTES | — | 50,000 | $50K | $50K | 0.6% | |
| US TREASURY NOTES | — | 49,000 | $48K | $49K | 0.5% | |
| BANK OF AMERICA CORP | — | 971 | $33K | $46K | 0.5% | |
| ZOETIS INC CLASS A | — | 286 | $43K | $45K | 0.5% | |
| SERVICENOW INC | — | 43 | $26K | $44K | 0.5% | |
| PHILIP MORRIS INTERNATIONAL INC | — | 240 | $26K | $44K | 0.5% | |
| HOME DEPOT INC | — | 117 | $29K | $43K | 0.5% | |
| ACCENTURE PLC IRELAND | — | 139 | $42K | $42K | 0.5% | |
| US TREASURY NOTES | — | 43,000 | $40K | $41K | 0.5% | |
| US TREASURY NOTES | — | 41,000 | $40K | $41K | 0.5% | |
| COCA-COLA COMPANY | — | 580 | $33K | $41K | 0.4% | |
| US TREASURY NOTES | — | 41,000 | $41K | $41K | 0.4% | |
| US TREASURY NOTES | — | 41,000 | $39K | $40K | 0.4% | |
| WALMART INC | — | 398 | $23K | $39K | 0.4% | |
| MCDONALDS CORP | — | 130 | $32K | $38K | 0.4% | |
| META PLATFORMS INC CLASS A | — | 50 | $14K | $37K | 0.4% | |
| INTERCONTINENTAL EXCH EXCHANGE | — | 201 | $19K | $37K | 0.4% | |
| THERMO FISHER SCIENTIFIC INC | — | 88 | $47K | $36K | 0.4% | |
| AON PLC SHS CL A | — | 99 | $37K | $35K | 0.4% | |
| AMERICAN TOWER CORP REIT | — | 159 | $34K | $35K | 0.4% | |
| ADOBE SYSTEMS INC | — | 90 | $41K | $35K | 0.4% | |
| CROWDSTRIKE HOLDINGS INC SR UNSECURED CALLABLE | — | 36,000 | $33K | $34K | 0.4% | |
| HILTON WORLDWIDE FIN LLC SR UNSECURED CALLABLE | — | 34,000 | $33K | $34K | 0.4% | |
| TWILIO INC SR UNSECURED COMPANY CALLABLE | — | 36,000 | $33K | $34K | 0.4% | |
| US TREASURY NOTES | — | 36,000 | $33K | $33K | 0.4% | |
| PENSKE AUTOMOTIVE GRP SR SUBORDINATED COMPANY GTD CALLABLE | — | 35,000 | $32K | $33K | 0.4% | |
| US TREASURY NOTES | — | 33,000 | $33K | $33K | 0.4% | |
| INTERNATIONAL BUSINESS MACHINE CORP | — | 108 | $19K | $32K | 0.3% | |
| US TREASURY NOTES | — | 31,000 | $31K | $32K | 0.3% | |
| US TREASURY NOTES | — | 33,000 | $31K | $31K | 0.3% | |
| PARKER-HANNIFIN CORP | — | 45 | $21K | $31K | 0.3% | |
| STARBUCKS CORP | — | 329 | $33K | $30K | 0.3% | |
| WELLTOWER INC WELL | — | 195 | $17K | $30K | 0.3% | |
| EQUINIX INC | — | 37 | $22K | $29K | 0.3% | |
| CONOCOPHILLIPS | — | 325 | $25K | $29K | 0.3% | |
| QUALCOMM INC | — | 182 | $25K | $29K | 0.3% | |
| CISCO SYSTEMS INC | — | 417 | $22K | $29K | 0.3% | |
| MSCI INC | — | 50 | $26K | $29K | 0.3% | |
| MERCK & CO INC NEW | — | 360 | $31K | $28K | 0.3% | |
| BLACKROCK INC COM NEW | — | 27 | $14K | $28K | 0.3% | |
| SAP SE-SPONSORED ADR | — | 92 | $14K | $28K | 0.3% | |
| EQUIFAX INC | — | 107 | $22K | $28K | 0.3% | |
| MORGAN STANLEY FX/FLT SR UNSECURED CALLABLE | — | 28,000 | $28K | $28K | 0.3% | |
| EASTGROUP PPTYS INC REIT | — | 164 | $24K | $27K | 0.3% | |
| GOLDMAN SACHS GROUP INC | — | 38 | $15K | $27K | 0.3% | |
| AIRBNB INC CL A | — | 203 | $30K | $27K | 0.3% | |
| FNMA PASS THRU POOL FS4377 DTD 04/01/23 | — | 35,000 | $27K | $27K | 0.3% | |
| MEDTRONIC PLC | — | 300 | $30K | $26K | 0.3% | |
| ABBVIE INC | — | 140 | $21K | $26K | 0.3% | |
| RELX PLC ADR SPON 1 RCPT= 1 ORD SHRS | — | 478 | $14K | $26K | 0.3% | |
| NORDSON CORP | — | 121 | $21K | $26K | 0.3% | |
| JOHNSON & JOHNSON | — | 168 | $27K | $26K | 0.3% | |
| BUNGE LTD FINANCE CORP SR UNSECURED CALLABLE | — | 28,000 | $24K | $25K | 0.3% | |
| GOLDMAN SACHS GRP INC FX/FLT SR UNSECURED CALLABLE | — | 25,000 | $25K | $25K | 0.3% | |
| US TREASURY NOTES | — | 25,000 | $25K | $25K | 0.3% | |
| LINDE PLC NEW | — | 53 | $22K | $25K | 0.3% | |
| ASML HOLDING NV NY REGISTRY SHS NEW 2012 | — | 31 | $22K | $25K | 0.3% | |
| US TREASURY NOTES | — | 26,000 | $24K | $25K | 0.3% | |
| BANK OF AMERICA CORP FX/FLT SR UNSECURED CALLABLE | — | 24,000 | $24K | $25K | 0.3% | |
| SCHWAB CHARLES CORP NEW | — | 269 | $18K | $25K | 0.3% | |
| US TREASURY NOTES | — | 25,000 | $24K | $25K | 0.3% | |
| JPMORGAN CHASE & CO FX/FLT SR UNSECURED CALLABLE | — | 24,000 | $24K | $24K | 0.3% | |
| WALMART INC SR UNSECURED CALLABLE | — | 24,000 | $24K | $24K | 0.3% | |
| US TREASURY NOTES | — | 23,000 | $24K | $24K | 0.3% | |
| TELEDYNE TECHNOLOGIES IN | — | 46 | $21K | $24K | 0.3% | |
| PIA MBS BOND FUND MANAGED ACCOUNT COMPLETION CLASS SHS | — | 2,827.957 | $24K | $23K | 0.3% | |
| WORKDAY INC CLASS A | — | 97 | $22K | $23K | 0.3% | |
| LPL FINANCIAL HOLDINGS INC | — | 62 | $9K | $23K | 0.3% | |
| TRANE TECHNOLOGIES PLC | — | 53 | $18K | $23K | 0.3% | |
| BLACKSTONE GROUP INC COM | — | 152 | $22K | $23K | 0.2% | |
| METLIFE INC | — | 282 | $15K | $23K | 0.2% | |
| CROWN CASTLE INC | — | 220 | $27K | $23K | 0.2% | |
| CATERPILLAR INC | — | 57 | $8K | $22K | 0.2% | |
| COMPASS GRP PLC ADR SPONSORED NEW JUNE 2017 | — | 640 | $15K | $22K | 0.2% | |
| DANAHER CORP | — | 111 | $23K | $22K | 0.2% | |
| 3M CO | — | 144 | $16K | $22K | 0.2% | |
| DEERE & CO | — | 43 | $20K | $22K | 0.2% | |
| UNILEVER PLC SPONS ADR | — | 355 | $19K | $22K | 0.2% | |
| BERKLEY W R CORPORATION | — | 294 | $9K | $22K | 0.2% | |
| US TREASURY BONDS | — | 34,000 | $24K | $22K | 0.2% | |
| CHUBB LTD | — | 74 | $17K | $21K | 0.2% | |
| INTERACTIVE BROKERS GRP INC CL A | — | 384 | $7K | $21K | 0.2% | |
| SOUTHERN COMPANY | — | 231 | $14K | $21K | 0.2% | |
| BENTLEY SYSTEMS INC CL B | — | 393 | $15K | $21K | 0.2% | |
| NOVO NORDISK A S ADR | — | 302 | $28K | $21K | 0.2% | |
| US TREASURY BONDS | — | 35,000 | $33K | $21K | 0.2% | |
| ARTHUR J GALLAGHER & CO | — | 64 | $8K | $20K | 0.2% | |
| IDEXX LABORATORIES INC | — | 38 | $17K | $20K | 0.2% | |
| TOKYO ELECTRON LTD-UNSPN ADR | — | 210 | $18K | $20K | 0.2% | |
| SIMON PROPERTY GROUP REIT INC NEW | — | 124 | $12K | $20K | 0.2% | |
| PRUDENTIAL FINANCIAL INC | — | 185 | $19K | $20K | 0.2% | |
| US TREASURY NOTES | — | 20,000 | $19K | $20K | 0.2% | |
| VERIZON COMMUNICATIONS COM | — | 450 | $25K | $19K | 0.2% | |
| BOSTON SCIENTIFIC CORP | — | 181 | $7K | $19K | 0.2% | |
| KINDER MORGAN INC DEL | — | 650 | $12K | $19K | 0.2% | |
| PROLOGIS INC | — | 181 | $23K | $19K | 0.2% | |
| CCO HLDGS LLC/CAP CORP SR UNSECURED CALLABLE | — | 20,000 | $18K | $19K | 0.2% | |
| AT & T INC | — | 638 | $15K | $18K | 0.2% | |
| WELLS FARGO & CO NEW | — | 229 | $17K | $18K | 0.2% | |
| US TREASURY NOTES | — | 19,000 | $19K | $18K | 0.2% | |
| CROWN AMERICAS LLC SR UNSECURED COMPANY GTD CALLABLE | — | 18,000 | $17K | $18K | 0.2% | |
| CHARTER COMM OPT LLC/CAP SR SECURED CALLABLE | — | 21,000 | $17K | $18K | 0.2% | |
| L BRANDS INC SR UNSECURED | — | 18,000 | $17K | $18K | 0.2% | |
| ADVANCE AUTO PARTS SR UNSECURED COMPANY GTD | — | 18,000 | $18K | $18K | 0.2% | |
| CNF INC DEBENTURES CALLABLE | — | 17,000 | $17K | $18K | 0.2% | |
| PILGRIM'S PRIDE CORP SR UNSECURED COMPANY GTD CALLABLE | — | 17,000 | $17K | $18K | 0.2% | |
| SHEA HOMES LP/FNDG CP SR UNSECURED CALLABLE | — | 18,000 | $17K | $18K | 0.2% | |
| FLUOR CORP SR UNSECURED CALLABLE | — | 18,000 | $18K | $18K | 0.2% | |
| AMPHENOL CORP NEW CL A | — | 179 | $7K | $18K | 0.2% | |
| SIX FLAGS ENTERTAINMENT GTD | — | 18,000 | $17K | $18K | 0.2% | |
| CARPENTER TECHNOLOGY SR UNSECURED CALLABLE | — | 17,000 | $17K | $18K | 0.2% | |
| ROYAL CARIBBEAN CRUISES SR UNSECURED | — | 18,000 | $17K | $18K | 0.2% | |
| UNITEDHEALTH GROUP INC | — | 56 | $29K | $17K | 0.2% | |
| COMMERCIAL METALS CO SR UNSECURED CALLABLE | — | 19,000 | $17K | $17K | 0.2% | |
| ENCOMPASS HEALTH CORP SR UNSECURED CALLABLE | — | 18,000 | $17K | $17K | 0.2% | |
| ADVANCE AUTO PARTS SR UNSECURED COMPANY GTD CALLABLE | — | 17,000 | $16K | $17K | 0.2% | |
| LONDON STOCK ADR EXCHANGE GRP PLC UNSPON | — | 470 | $13K | $17K | 0.2% | |
| HILLENBRAND INC SR UNSECURED COMPANY GTD CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| BANK NEW YORK MELLON CORP | — | 190 | $12K | $17K | 0.2% | |
| TENET HEALTHCARE CORP 1ST LIEN SR SECURED CALLABLE | — | 17,000 | $16K | $17K | 0.2% | |
| MGM RESORTS INTL SR UNSECURED COMPANY GTD CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| FORD MOTOR CO SR UNSECURED CALLABLE | — | 15,000 | $16K | $17K | 0.2% | |
| COMMERCIAL METALS CO SR UNSECURED CALLABLE | — | 18,000 | $17K | $17K | 0.2% | |
| LAMAR MEDIA CORP SR UNSECURED CALLABLE | — | 18,000 | $17K | $17K | 0.2% | |
| UNITED RENTALS NORTH AM SR UNSECURED CALLABLE | — | 18,000 | $17K | $17K | 0.2% | |
| SPRINT CAPITAL CORP NOTE CALL@MAKE WHOLE+25BP | — | 16,000 | $17K | $17K | 0.2% | |
| TESLA INC | — | 54 | $19K | $17K | 0.2% | |
| TRI POINTE GROUP INC SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| UNIVERSAL DISPLAY CORP OLED | — | 111 | $19K | $17K | 0.2% | |
| PAYCOM SOFTWARE INC | — | 74 | $14K | $17K | 0.2% | |
| REGAL REXNORD CORP SR UNSECURED COMPANY GTD | — | 17,000 | $17K | $17K | 0.2% | |
| GENERAL MOTORS FINL CO SR UNSECURED | — | 17,000 | $17K | $17K | 0.2% | |
| AECOM SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| USA COM PART/USA COM FIN SR UNSECURED SER WI CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| TENET HEALTHCARE SR GLBL NT 28 | — | 17,000 | $16K | $17K | 0.2% | |
| SOUTHWESTERN ENERGY CO SR UNSECURED COMPANY GTD CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| GRIFFON CORPORATION COMPANY GTD | — | 17,000 | $17K | $17K | 0.2% | |
| CLEVELAND-CLIFFS INC SR UNSECURED SER WI CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| WYNDHAM WORLDWIDE CORP MTN MULTI STEP UP CPN CALLABLE | — | 17,000 | $18K | $17K | 0.2% | |
| PENSKE AUTOMOTIVE GRP SR SUBORDINATED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| SERVICE CORP INTL SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| CROWN AMER/CAP CORP V SR UNSECURED CALLABLE | — | 17,000 | $16K | $17K | 0.2% | |
| BOYD GAMING CORP COMPANY SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| GAMING AND LEISURE PROPERTIES INC | — | 361 | $15K | $17K | 0.2% | |
| ENCOMPASS HEALTH CORP SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| FIRSTENERGY CORP SR UNSECURED | — | 17,000 | $17K | $17K | 0.2% | |
| ENCOMPASS HEALTH CORP SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| SBA COMMUNICATIONS CORP SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| ALLEGION PLC | — | 116 | $13K | $17K | 0.2% | |
| CHENIERE ENERGY PARTNERS SR UNSECURED COMPANY GTD CALLABLE | — | 16,000 | $16K | $17K | 0.2% | |
| SPIRIT AEROSYSTEMS INC SR UNSECURED CALLABLE | — | 17,000 | $17K | $17K | 0.2% | |
| GTE FLORIDA INC DEBENTURES NON CALL LIFE | — | 16,000 | $16K | $17K | 0.2% | |
| ROLLINS INC | — | 295 | $8K | $17K | 0.2% | |
| RADIAN GRP INC SR UNSECURED CALLABLE | — | 16,000 | $16K | $17K | 0.2% | |
| CROWN CORK & SEAL CO INC | — | 16,000 | $17K | $17K | 0.2% | |
| ENACT HOLDINGS INC SR UNSECURED CALLABLE | — | 16,000 | $16K | $17K | 0.2% | |
| TENET HEALTHCARE CORP 1ST LIEN SR SECURED CALLABLE | — | 16,000 | $17K | $17K | 0.2% | |
| BLOCK INC SR UNSECURED CALLABLE | — | 16,000 | $16K | $17K | 0.2% | |
| LAMAR MEDIA CORP SR UNSECURED CALLABLE | — | 17,000 | $16K | $16K | 0.2% | |
| ANALOG DEVICES INC | — | 69 | $11K | $16K | 0.2% | |
| BALL CORP SR UNSECURED CALLABLE | — | 16,000 | $16K | $16K | 0.2% | |
| WASTE MGMT INC DEL | — | 71 | $11K | $16K | 0.2% | |
| TERRENO REALTY CORP | — | 287 | $15K | $16K | 0.2% | |
| MARTIN MARIETTA MATERIAL SR UNSECURED CALLABLE | — | 16,000 | $16K | $16K | 0.2% | |
| FNMA PASS THRU POOL MA4600 DTD 04/01/22 | — | 22,000 | $16K | $16K | 0.2% | |
| COSTAR GROUP INC | — | 197 | $15K | $16K | 0.2% | |
| SEA LTD UNSPON ADR | — | 99 | $10K | $16K | 0.2% | |
| MERCADOLIBRE INC | — | 6 | $9K | $16K | 0.2% | |
| ASTRAZENECA PLC SPON ADR | — | 224 | $16K | $16K | 0.2% | |
| SONY GROUP CORP NEW ADR AMERN SH | — | 600 | $10K | $16K | 0.2% | |
| WATSCO INC | — | 34 | $10K | $15K | 0.2% | |
| JPMORGAN CHASE & CO FIX TO FLOAT SR UNSECURED NOTES CALLABLE | — | 15,000 | $16K | $15K | 0.2% | |
| ZURN ELKAY WATER SOLUTIONS CORP | — | 405 | $11K | $15K | 0.2% | |
| JOHNSON CTLS INTL PLC | — | 139 | $9K | $15K | 0.2% | |
| FNMA PASS THRU POOL MA4656 DTD 06/01/22 | — | 19,000 | $15K | $15K | 0.2% | |
| MARSH AND MC LENNAN COMPANIES INC | — | 67 | $8K | $15K | 0.2% | |
| FIFTH THIRD BANCORP | — | 355 | $14K | $15K | 0.2% |
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VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B