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Sponsor portfolio

RICHINS & WEINSTEIN PLLC

EIN 47-5375801-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
62
509 OLIVE WAY, SUITE 1524 - SEATTLE, WA 98101206-223-1501
Plans on this EIN
2 filings
#001401k-$3.5M - 44 part#002CashBalance-$1.1M - 18 part

Retirement portfolio analytics

2 plans aggregated / $4.7M assets / 62 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLLC RETIREMENT PLAN (#001)76%
  • CASH BALANCE PLAN (#002)24%
Total $4.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC RETIREMENT PLAN (#001)44
  • CASH BALANCE PLAN (#002)18
Total 62Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RICHINS & WEINSTEIN, PLLC RETIREMENT PLAN

401k

Assets$3.5M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RICHINS & WEINSTEIN, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RICHINS & WEINSTEIN, PLLC RETIREMENT PLAN401k$3.5M442025
002RICHINS & WEINSTEIN, PLLC CASH BALANCE PLANCashBalance$1.1M182025
Retirement plans
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