Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SMITH RICHARDSON FOUNDATION, INC.
EIN 56-0611550public policyLatest filing 2025
Plans
2
Retirement
2
$33.9M assets
Welfare
0
Participants
56
701 GREEN VALLEY ROAD, SUITE 306 - GREENSBORO, NC 27408336-574-8642srf.orgLinkedIn11-50 employeespublic policy
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.9M assets / 56 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
SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN
403b
Assets$19.2M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN
MoneyPurchase
Assets$14.7M
Participants22
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 | SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN | 403b | $19.2M | 34 | 2025 | |
| 003 | SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN | MoneyPurchase | $14.7M | 22 | 2025 |
Retirement plans