Assets by plan
Share of aggregate retirement assets
Filings through .
Dave Richardson Inc.
EIN 80-0476091Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Health & Benefits
0
Participants
6
2521 UMEKE CIRCLE - KIHEI, HI 96753808-870-9916
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 6 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
DAVE RICHARDSON INC. 401(K) PLAN
401(k)
Assets$1.3M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
DAVE RICHARDSON INC. CASH BALANCE PLAN
Cash balance
Assets$651K
Participants3
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 | DAVE RICHARDSON INC. 401(K) PLAN | 401(k) | $1.3M | 3 | 2025 |
| #002 | DAVE RICHARDSON INC. CASH BALANCE PLAN | Cash balance | $651K | 3 | 2025 |
- #001 · 401(k) · 20253
- #002 · Cash balance · 20253
Retirement plans