Richardson Industries, Inc.'s EIN is 39-0760981.
Download the official 2024 Form 5500 (PDF) for Richardson Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richardson Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| INTEGRITY RETIREMENT PLAN SERVICES | 37-1878965 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN LARGE CAP GROWTH FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3.2M | 17.0% | |
| VANGUARD 500 INDEX FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $2.1M | 10.9% | |
| JPMORGAN EQUITY INCOME FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.4M | 7.6% | |
| PIMCO INCOME FUND INS VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $1.3M | 6.7% | |
| VOYA FIXED INCOME | Other securities | — | — | $998K | 5.3% | |
| VANGUARD MID-CAP INDEX FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $958K | 5.0% | |
| AF NEW PERSPECTIVE FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $914K | 4.8% | |
| AF EUROPACIFIC GROWTH FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $906K | 4.8% | |
| AF AMERICAN BALANCED FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $873K | 4.6% | |
| VOYA INTERMEDIATE BOND FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $823K | 4.3% | |
| DFA US TARGET VALUE PORTFOLIO VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $633K | 3.3% | |
| VANGUARD SMALL-CAP INDEX FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $478K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2020 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $439K | 2.3% | |
| DFA EMERGING MARKETS PORTFOLIO VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $426K | 2.2% | |
| VICTORY SYCMR EST VALUE FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $409K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2030 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $408K | 2.2% | |
| VANGUARD TARGET RETIREMENT 2045 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $382K | 2.0% | |
| CLRBRG SMCP GRW FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $359K | 1.9% | |
| AF WASHINGTON MUTUAL VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $354K | 1.9% | |
| VANGUARD TARGET RETIREMENT 2050 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $323K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2035 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $247K | 1.3% | |
| VANGUARD TARGET RETIREMENT 2060 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $162K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2055 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $160K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2040 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $138K | 0.7% | |
| DFA INFL-PROT SEC PORT INS VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $93K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2025 VOYA · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $83K | 0.4% | |
| VANGUARD TARGET RETIREMENT 2065 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $81K | 0.4% | |
| VY BARON GROWTH PORT VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $38K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2070 VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22K | 0.1% | |
| AMERICAN BEACON INT'L EQUITY FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $22K | 0.1% | |
| MONEY MARKET FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| VANGUAR TARGET RETIRE INCOME FUND VOYA · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RICHARDSON INDUSTRIES |
| 39-0760981 |
| — |
| SERVICE PROVIDER |
| $8K |
| — |
| KESTRA INVESTMENT SERVICES | 74-2794194 | — | SERVICE PROVIDER | $0 | — |
