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Original filing (PDF)20250707081329NAL0008527554001
RICHARDSON INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
RICHARDSON INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
202
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
31 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARDSON INDUSTRIES, INC..
Plan sponsor
Name
RICHARDSON INDUSTRIES, INC.
EIN
39-0760981
Address
635 OLD COUNTY ROAD PP · SHEBOYGAN FALLS, WI · 53085
Phone
(920) 467-5942
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VRAKAS S.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTEGRITY RETIREMENT PLAN SERVICES | 37-1878965 | — | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RICHARDSON INDUSTRIES | 39-0760981 | — | SERVICE PROVIDER | $8K | — |
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| KESTRA INVESTMENT SERVICES | 74-2794194 | — | SERVICE PROVIDER | $0 | — |
Investments
1 direct security · 31 pooled funds· $18.8M(99% of reported assets)
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.
Pooled Separate Account
$17.8M
31 holdings
Uncategorized
$998K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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% |
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