How big is Wendy Richards' plan?

Wendy Richards' plan reported $14K in assets and 1 participants for 2025.

Original filing (PDF)20260414142832NAL0019670656001

Wendy Richards

Name: Wendy Richards — Collaborative Retirement Trust, Form 5500 (2025)
Creator: Wendy Richards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Wendy Richards' Collaborative Retirement Trust held $14K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan identifiers

Wendy Richards' EIN is 85-3939848.

EIN 85-3939848

Plan number 001

Plan year 2025

ACK ID 20260414142832NAL0019670656001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wendy Richards from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wendy Richards' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WENDY RICHARDS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score