Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
RICHARD BEARD ARCHITECTS, INC.
EIN 47-1121266architecture & planningLatest filing 2024
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
61
2475 3RD ST., STE 252 - SAN FRANCISCO, CA 94107415-458-2600richard-beard.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 61 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#001
RICHARD BEARD ARCHITECTS, INC. 401(K) P/S PLAN
401k
Assets$2.9M
Participants38
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
RICHARD BEARD ARCHITECTS, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RICHARD BEARD ARCHITECTS, INC. 401(K) P/S PLAN | 401k | $2.9M | 38 | 2024 | |
| 002 | RICHARD BEARD ARCHITECTS, INC. CASH BALANCE PLAN & TRUST | CashBalance | $2.8M | 23 | 2024 |
Retirement plans