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RICHARD M. CAMPBELL — CAMPBELL-KRIEGER PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718180200NAL0001143315001
RICHARD M. CAMPBELL
Form 5500-SF
FILING_RECEIVED
CAMPBELL-KRIEGER PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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 M. CAMPBELL
.
Find decision makers
Plan sponsor
Name
RICHARD M. CAMPBELL
EIN
26-4412030
Address
1310 BAY STREET · ALAMEDA, CA · 94501
Phone
(510) 325-3288
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-07-18
Pension benefit codes
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 7 participants
BLUE RIDGE INSURANCE SERVICES, INC.
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