Back to filter
Original filing (PDF)20251014134708NAL0006241826001
RICHARD BEARD ARCHITECTS, INC.
Form 5500-SF
FILING_RECEIVED
RICHARD BEARD ARCHITECTS, INC. 401(K) P/S PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
38
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD BEARD ARCHITECTS, INC..
Plan sponsor
Name
RICHARD BEARD ARCHITECTS, INC.
EIN
47-1121266
Address
2475 3RD ST., STE 252 · SAN FRANCISCO, CA · 94107
Phone
(415) 458-2600
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
CALPO/HOM/DONG, INC.
CALPO/HOM/DONG, INC. MONEY PURCHASE PENSION PLAN
$2.9M · 14 participants
ARCHITECTURAL CONCEPTS, PC
ARCHITECTURAL CONCEPTS 401(K) PLAN
$2.9M · 14 participants
H & H SYSTEMS AND DESIGN INC
H & H SYSTEMS AND DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST
$2.9M · 19 participants
LS3P ASSOCIATES LTD.
LS3P DEFINED BENEFIT PLAN
$2.9M · 78 participants
PFEUFER RICHARDSON ARCHITECTS, PC
PFEUFER RICHARDSON ARCHITECTS RETIREMENT PLAN
$2.9M · 5 participants
MINOGUE ASSOCIATES, INC.
MINOGUE ASSOCIATES, INC. DEFINED BENEFIT PLAN
$2.9M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B