Alicia M. Turner signed Richardson Investments, Inc. DBA Rich Ford's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Richardson Investments, Inc. DBA Rich Ford's EIN is 85-0158548.
Download the official 2024 Form 5500 (PDF) for Richardson Investments, Inc. DBA Rich Ford from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richardson Investments, Inc. DBA Rich Ford's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | REGISTERED INVESTMENT AD | $10K | — |
| WILSHIRE ASSOCIATES INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $641K | 15.8% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $592K | 14.6% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $562K | 13.8% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $488K | 12.0% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $241K | 5.9% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $207K | 5.1% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $190K | 4.7% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $184K | 4.5% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $182K | 4.5% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $170K | 4.2% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $139K | 3.4% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 3.0% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $110K | 2.7% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $75K | 1.9% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 1.6% | |
| DFA TAVA Pooled Separate Account | Pooled Separate Accounts | — | — | $31K | 0.8% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.8% | |
| TC SCBIF Pooled Separate Account | Pooled Separate Accounts | — | — | $19K | 0.5% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.5% | |
| Dfainlpro Pooled Separate Account | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.2% | |
| FID IIF Pooled Separate Account | Pooled Separate Accounts | — | — | $7K | 0.2% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| AB GBF Pooled Separate Account | Pooled Separate Accounts | — | — | $5K | 0.1% | |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.1% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2755361 |
| — |
| REGISTERED INVESTMENT AD |
| $776 |
| — |
