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  2. RICHART DISTRIBUTORS, INC.
Sponsor portfolioTH

RICHART DISTRIBUTORS, INC.

EIN 13-3745616-financial services-Latest filing 2025
Plans
13
Retirement
12
$380.4M assets
Welfare
1
$2.2M premiums
Participants
18,459
3415 S. 1-35 SERVICE ROAD - OKLAHOMA CITY, OK 73129405-843-8654pentegra.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
13 filings
#006401k-$192.1M - 9,376 part#004401k-$49.6M - 1,835 part#007401k-$35.6M - 525 part#009401k-$25.5M - 1,800 part#014401k-$19.0M - 624 part#008401k-$13.9M - 143 part#010401k-$13.5M - 760 part#015401k-$11.4M - 553 part#016401k-$9.8M - 128 part#011401k-$5.5M - 2,401 part#001401k-$2.4M - 15 part#012401k-$2.2M - 17 part#501Mixed-$2.2M - 402 lives

Retirement portfolio analytics

12 plans aggregated / $380.4M assets / 18,177 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • THE 401(K) (#006)51%
  • STRATEGIC RETIREMENT PROGRAM (#004)13%
  • THE GRATITUDE PEP (#007)9%
  • THE RETIRESMART PEP (#009)7%
  • THE TSG PEP (#014)5%
  • +3 more
Total $380.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • (Not disclosed)90%
  • TRANSAMERICA RETIREMENT SOLUTIONS10%
Total $380.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • THE 401(K) (#006)9,376
  • BALDWIN GROUP PEP (#011)2,401
  • STRATEGIC RETIREMENT PROGRAM (#004)1,835
  • THE RETIRESMART PEP (#009)1,800
  • SMART RETIREMENT PEP (#010)760
  • THE TSG PEP (#014)624
  • +6 more
Total 18,177Click row to drill in

Benefits portfolio analytics

1 plan / $2.2M premiums / 402 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.9M
  • Other$342K
  • Life$306K
  • Long-term disability$205K
  • Vision$24K
Total $2.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • SYMETRIA44%
  • SYMETRA LIFE INSURANCE COMPANY40%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA15%
  • EYEMED VISION CARE1%
Total $2.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#006

THE 401(K) PLAN

401k

Assets$192.1M
Participants9,376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

STRATEGIC RETIREMENT PROGRAM

401k

Assets$49.6M
Participants1,835
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

THE GRATITUDE PEP

401k

Assets$35.6M
Participants525
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009

THE RETIRESMART PEP

401k

Assets$25.5M
Participants1,800
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014

THE TSG PEP

401k

Assets$19.0M
Participants624
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#008

SELIGMAN GROUP RETIREMENT PLAN

401k

Assets$13.9M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

SMART RETIREMENT PEP

401k

Assets$13.5M
Participants760
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015

KEY 401(K) POOLED EMPLOYER PLAN

401k

Assets$11.4M
Participants553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#016

THE 401K GROUP PURCHASE PLAN

401k

Assets$9.8M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

THE BALDWIN GROUP PEP

401k

Assets$5.5M
Participants2,401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RICHART DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.4M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012

TRIUMPH 401(K)

401k

Assets$2.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PENTEGRA RETIREMENT SERVICES GROUP HEALTH & WELFARE PLAN

Mixed - SYMETTRA LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives402
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans12

Plan #NameTypeAssetsParticipantsLatest year
006THE 401(K) PLAN401k$192.1M9,3762024
004STRATEGIC RETIREMENT PROGRAM401k$49.6M1,8352024
007THE GRATITUDE PEP401k$35.6M5252024
009THE RETIRESMART PEP401k$25.5M1,8002024
014THE TSG PEP401k$19.0M6242024
008SELIGMAN GROUP RETIREMENT PLAN401k$13.9M1432024
010SMART RETIREMENT PEP401k$13.5M7602024
015KEY 401(K) POOLED EMPLOYER PLAN401k$11.4M5532024
016THE 401K GROUP PURCHASE PLAN401k$9.8M1282024
011THE BALDWIN GROUP PEP401k$5.5M2,4012024
001RICHART DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN401k$2.4M152025
012TRIUMPH 401(K)401k$2.2M172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PENTEGRA RETIREMENT SERVICES GROUP HEALTH & WELFARE PLANMixedSYMETTRA LIFE INSURANCE COMPANY$2.2M4022024
Retirement plans
Welfare plans
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