Assets by plan
Share of aggregate retirement assets
- JRLA 401(K) (#001)$962K
Filings through .
3 plans aggregated / $1.4M assets / 24 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
Profit-sharing
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | JRLA 401(K) PLAN | 401(k) | $962K | 10 | 2025 |
| #002 | RICHARDSON & ASSOCIATES DEFINED BENEFIT PLAN | Traditional DB | $314K | 7 | 2025 |
| #003 | RICHARDSON & ASSOCIATES PROFIT SHARING PLAN | Profit-sharing | $100K | 7 | 2025 |