Back to filter
Original filing (PDF)20251014140325NAL0006215506001
RICHARD BEARD ARCHITECTS, INC.
Form 5500-SF
FILING_RECEIVED
RICHARD BEARD ARCHITECTS, INC. CASH BALANCE PLAN & TRUST
Defined-benefit pension plan
Active participants
21
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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
CADCO ARCHITECTS-ENGINEERS, INC.
CADCO ARCHITECTS-ENGINEERS, INC. 401(K) PROFIT SHARING PLAN
$2.8M · 14 participants
STRANG DESIGN LLC
STRANG DESIGN LLC 401(K) PROFIT SHARING PLAN
$2.8M · 38 participants
ARCONS DESIGN STUDIO, P.C.
ARCONS DESIGN STUDIO 401(K) PLAN
$2.8M · 5 participants
ANIMAL ARTS DESIGN STUDIOS INC.
ANIMAL ARTS DESIGN STUDIOS INC. 401(K) PLAN
$2.8M · 40 participants
BKL INCORPORATED
BKL 401(K) PROFIT SHARING PLAN
$2.8M · 27 participants
SPRING LINE DESIGN ARCHITECTURE + ENGINEERING, L
SPRING LINE DESIGN 401(K) PLAN
$2.8M · 15 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