Original filing (PDF)20240402122950NAL0020698258001

RICHARDSON INVESTMENT ENTERPRISES PLAN

Name: RICHARDSON INVESTMENT ENTERPRISES PLAN — Form 5500 (2023)
Creator: RICHARDSON INVESTMENT ENTERPRISES PLAN

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARDSON INVESTMENT ENTERPRISES PLAN.

Plan sponsor

Name

RICHARDSON INVESTMENT ENTERPRISES PLAN

EIN

82-0643160

Address

23 VISTA DR · MORGANVILLE, NJ · 077511632

Phone

—

Industry

Real Estatesee all

Plan administrator

Name

LIONEL RICHADSON

EIN

82-0643160

City

MORGANVILLE, NJ

Phone

(718) 930-4911

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-02

Pension benefit codes

2H · Partial participant-directed accounts

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 providers

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