Original filing (PDF)20250708135654NAL0007032912001

RICHARD A. FRANZ

Name: RICHARD A. FRANZ — RICHARD A. FRANZ WINDERMERE RETIREMENT PLAN, Form 5500 (2024)
Creator: RICHARD A. FRANZ

Form 5500-SF

FILING_RECEIVED

RICHARD A. FRANZ WINDERMERE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

RICHARD A. FRANZ

EIN

91-1630249all filings

Address

2713 SAHALEE DR E · SAMMAMISH, WA · 98053

Phone

(206) 442-7626

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