How big is First & Ritchken Partnership's plan?

First & Ritchken Partnership's plan reported $16.4M in assets and 7 participants for 2024.

Original filing (PDF)20251010114316NAL0004562707001

First & Ritchken Partnership

Name: First & Ritchken Partnership — First & Ritchken, Form 5500 (2024)
Creator: First & Ritchken Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First & Ritchken Partnership Profit Sharing 401(k) Plan

401(k) retirement plan · First & Ritchken Partnership's First & Ritchken Partnership Profit Sharing 401(k) Plan held $16.4M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.4M

Net assets (EOY)

$16.4M

People on this filing

Brian First, M.D. signed First & Ritchken Partnership's 2024 Form 5500 as plan administrator.

Brian First, M.D. — 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

First & Ritchken Partnership's EIN is 95-3781076.

EIN 95-3781076

Plan number 003

Plan year 2024

ACK ID 20251010114316NAL0004562707001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First & Ritchken Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

First & Ritchken Partnership's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

FIRST & RITCHKEN PARTNERSHIP

EIN

all filings

Address

4282 GENESEE AVENUE · SUITE 102 · SAN DIEGO, CA · 92117

Phone

(858) 292-0108

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator