How big is William Lee Richardson's plan?

William Lee Richardson's plan reported $643K in assets and 5 participants for 2024.

Original filing (PDF)20250507221744NAL0018102896001

William Lee Richardson

Name: William Lee Richardson — William Lee Richardson PSP, Form 5500 (2024)
Creator: William Lee Richardson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Lee Richardson PSP

401(k) retirement plan · William Lee Richardson's William Lee Richardson PSP held $643K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

People on this filing

Matthew Leopold signed William Lee Richardson's 2024 Form 5500 as plan administrator.

Matthew Leopold — 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

William Lee Richardson's EIN is 88-2574183.

EIN 88-2574183

Plan number 001

Plan year 2024

ACK ID 20250507221744NAL0018102896001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Lee Richardson's 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 WILLIAM LEE RICHARDSON.

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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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

WILLIAM LEE RICHARDSON

EIN

all filings

Address

13 CRESTVIEW DRIVE · PLEASANTVILLE, NY · 10570

Phone

(212) 812-0589

Industry

Finance & Insurance

Plan administrator