Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERALD L RICHARDSON CPA PC
EIN 54-1591563accountingLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 4 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
THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN
401k
Assets$2.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GERALD L. RICHARDSON, CPA, PC PROFIT SHARING PLAN
ProfitSharing
Assets$589K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GERALD L RICHARDSON CPA PC 401-K RETIREMENT PLAN | 401k | $2.5M | 3 | 2025 | |
| 002 | GERALD L. RICHARDSON, CPA, PC PROFIT SHARING PLAN | ProfitSharing | $589K | 1 | 2024 |
Retirement plans