Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEVE RICH & ASSOCIATES, INC.
EIN 22-3536789constructionLatest filing 2025
Plans
2
Retirement
2
$420K assets
Welfare
0
Participants
25
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $420K assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEVE RICH & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$231K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE CONTRACTORS RETIREMENT PLAN
401k
Assets$189K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEVE RICH & ASSOCIATES, INC. 401(K) PLAN | 401k | $231K | 9 | 2025 | |
| 001 | THE CONTRACTORS RETIREMENT PLAN | 401k | $189K | 16 | 2024 |
Retirement plans