Assets by plan
Share of aggregate retirement assets
Filings through .
Ricondo & Associates, Inc.
EIN 36-3663903airlines/aviationLatest filing 2025
Plans
5
Retirement
2
$119.9M assets
Health & Benefits
3
$407K premiums
Participants
733
200 N. LASALLE STREET, SUITE 2900 - CHICAGO, IL 60601312-606-0611ricondo.comLinkedIn51-200 employeesairlines/aviation
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $119.9M assets / 413 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$33.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $407K premiums / 318 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$377K
- Vision$377K
- Life$377K
- Long-term disability$377K
- Other$377K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RICONDO & ASSOCIATES 401(K) PLAN
401(k)
Assets$86.9M
Participants230
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
RICONDO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$33.0M
Participants183
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
RICONDO & ASSOCIATES LIFE & DISABILITY PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$377K
Covered lives162
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
RICONDO & ASSOCIATES WELFARE BENEFIT PLAN
Fully insured - VISION SERVICE PLAN
Premiums$29K
Covered lives156
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
RICONDO & ASSOCIATES WELFARE BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RICONDO & ASSOCIATES 401(K) PLAN | 401(k) | $86.9M | 230 | 2025 |
| #002 | RICONDO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $33.0M | 183 | 2025 |
- #001 · 401(k) · 2025230
- #002 · ESOP · 2025183
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | RICONDO & ASSOCIATES LIFE & DISABILITY PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $377K | 162 | 2025 |
| #505 | RICONDO & ASSOCIATES WELFARE BENEFIT PLAN | Fully insured | VISION SERVICE PLAN | $29K | 156 | 2024 |
| #501 | RICONDO & ASSOCIATES WELFARE BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #504 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025162
- #505 · Fully insured · VISION SERVICE PLAN · 2024156
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans