How big is Richards Financial Services, Inc.'s plan?

Richards Financial Services, Inc.'s plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250430165847NAL0002190913001

Richards Financial Services, Inc.

Name: Richards Financial Services, Inc. — Richards Financi, Form 5500 (2024)
Creator: Richards Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richards Financial Services, Inc. 401(k) Retirement Plan

401(k) retirement plan · Richards Financial Services, Inc.'s Richards Financial Services, Inc. 401(k) Retirement Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Richards Financial Services, Inc.'s EIN is 37-1657155.

EIN 37-1657155

Plan number 001

Plan year 2024

ACK ID 20250430165847NAL0002190913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richards Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richards Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARDS FINANCIAL SERVICES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score