Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Smith Richardson Foundation, Inc.
EIN 56-0611550public policyLatest filing 2025
Plans
2
Retirement
2
$33.9M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN
403(b)
Assets$19.2M
Participants34
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN
Money purchase
Assets$14.7M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SMITH RICHARDSON FOUNDATION RETIREMENT BENEFIT PLAN | 403(b) | $19.2M | 34 | 2025 |
| #003 | SMITH RICHARDSON FOUNDATION QUALIFIED MONEY PURCHASE PLAN | Money purchase | $14.7M | 22 | 2025 |
- #001 · 403(b) · 202534
- #003 · Money purchase · 202522
Retirement plans