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Original filing (PDF)20250821081625NAL0003970865001
RICHARDS MFG CO SALES LLC
Form 5500
FILING_RECEIVED
RICHARDS MANUFACTURING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
349
Accounts w/ balance
355
Plan assets (EOY)
$75.1M
Net assets (EOY)
$75.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARDS MFG CO SALES LLC.
Plan sponsor
Name
RICHARDS MFG CO SALES LLC
EIN
87-2299559
Address
517 LYONS AVENUE · IRVINGTON, NJ · 071114717
Phone
(973) 371-1771
Industry
Manufacturingsee all
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
2025-08-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME PENSIONS, INC. | 46-1224594 | — | TPA | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLD CO, LLC | 84-4519624 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $146.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$70.9M
1 holding
Uncategorized
$62.2M
30 holdings
Pooled Separate Accounts
$12.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA LIFE INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $70.9M | 94.4% | |
| Wilmington Trust AB US Lg Cp Grw CIT W Sr L | Pooled Separate Accounts | — | — | $12.9M | 17.2% | |
| Fidelity 500 Index Fund | — | — | — | $12.0M | 16.0% | |
| Fidelity Freed Ind 2015 Fd Prm ** 854 Fidelity Freed Ind 2025 Fd Prm | — | — | — | $7.3M | 9.7% | |
| Fidelity Freed Ind 2035 Fd Prm | — | — | — | $6.6M | 8.7% | |
| Columbia Trust Clb Tr Div Inc F Inst 100 CIT | — | — | — | $6.2M | 8.3% | |
| Party-in- Identity of Issue, Borrower, Maturity Date, Rate of Interest, (d) Current Interest* Lessor or Similar Party Collateral, Par or Maturity Value Cost** Value Insurance Company General * Voya Financial Voya Fixed Account (4062) | — | — | — | $4.0M | 5.4% | |
| American Funds American Funds EuroPacific R6 | — | — | — | $3.8M | 5.0% | |
| Fidelity Mid Cap Idx Fd | — | — | — | $3.3M | 4.4% | |
| Fidelity Sm Cp Ind Fd | — | — | — | $3.3M | 4.3% | |
| Voya Financial Voya Intermediate Bond Fund R6 | — | — | — | $2.2M | 2.9% | |
| Fidelity Freed Ind 2045 Fd Prm | — | — | — | $2.2M | 2.9% | |
| PGIM Investments PIMCO Income Fund Ins | — | — | — | $2.0M | 2.6% | |
| Dimensional Fund Advisors DFA Emerging Markets Portfolio Ins | — | — | — | $1.7M | 2.2% | |
| American Funds American Funds Am Balanced R6 | — | — | — | $1.5M | 2.0% | |
| Fidelity Freed Ind 2030 Fd Prm | — | — | — | $1.2M | 1.6% | |
| American Funds American Funds New Perspective R6 | — | — | — | $1.2M | 1.6% | |
| Fidelity Freed Ind 2055 Fd Prm | — | — | — | $654K | 0.9% | |
| Fidelity Freed Ind 2040 Fd Prm | — | — | — | $651K | 0.9% | |
| Fidelity Freedom Ind Inc F Prm | — | — | — | $568K | 0.8% | |
| Fidelity Fid US Bd Id Fd | — | — | — | $335K | 0.4% | |
| Fidelity Intl Index Fnd | — | — | — | $266K | 0.4% | |
| Fidelity Inv Discovery Fd R6 | — | — | — | $220K | 0.3% | |
| with maturity to December 26, 2029 | — | — | — | $186K | 0.2% | |
| Fidelity Freed Ind 2050 Fd Prm | — | — | — | $175K | 0.2% | |
| Fidelity Freed Ind 2060 Fd Prm | — | — | — | $172K | 0.2% | |
| Dimensional Fund Advisors DFA US Targeted Vl Port Ins | — | — | — | $167K | 0.2% | |
| MainStay Funds MainStay CBRE Real Estate F R6 | — | — | — | $122K | 0.2% | |
| Columbia Threadneedle Columbia Sel Mid Cap Value I3 | — | — | — | $121K | 0.2% | |
| Fidelity Freed Ind 2065 Fd Prm | — | — | — | $52K | <0.1% | |
| BlackRock Mid-Cap Grw Eq Por K | — | — | — | $44K | <0.1% | |
| Voya Financial Voya Gv Mny Mkt Fund A (Hold Acct) | — | — | — | $22K | <0.1% |
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