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  1. Companies/
  2. DAVE RICHARDSON INC.
Sponsor portfolio

DAVE RICHARDSON INC.

EIN 80-0476091-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
2521 UMEKE CIRCLE - KIHEI, HI 96753808-870-9916
Plans on this EIN
2 filings
#001401k-$1.3M - 3 part#002CashBalance-$651K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • RICHARDSON INC. 401(K) (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $1.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RICHARDSON INC. 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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

DAVE RICHARDSON INC. 401(K) PLAN

401k

Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVE RICHARDSON INC. CASH BALANCE PLAN

CashBalance

Assets$651K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVE RICHARDSON INC. 401(K) PLAN401k$1.3M32025
002DAVE RICHARDSON INC. CASH BALANCE PLANCashBalance$651K32025
Retirement plans
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