How big is Tim Rich's plan?

Tim Rich's plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250723135941NAL0001937139001

Tim Rich

Name: Tim Rich — PAM 401(k) Profit Sharing Plan & Trust, Form 5500 (2024)
Creator: Tim Rich
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PAM 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tim Rich's PAM 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Tim Rich signed Tim Rich's 2024 Form 5500 as plan administrator.

Tim Rich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tim Rich's EIN is 85-3984479.

EIN 85-3984479

Plan number 001

Plan year 2024

ACK ID 20250723135941NAL0001937139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tim Rich from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tim Rich's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Plan sponsor

Name

TIM RICH

EIN

all filings

Address

21977 REDWOOD RD. · CASTRO VALLEY, CA · 94546

Phone

(510) 587-0800

Industry

Finance & Insurance

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

2025-07-23

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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