Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
KIM RICHMAN REAL ESTATE TEAM, INC.
EIN 84-4750584Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$739K assets
Welfare
0
Participants
4
227 ALMEDRA AVE. - LOS GATOS, CA 95030408-406-9533
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $739K 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#002
KIMBERLY K. RICHMAN DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$735K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KIMBERLY K. RICHMAN PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$4K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KIMBERLY K. RICHMAN DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $735K | 2 | 2025 | |
| 001 | KIMBERLY K. RICHMAN PROFIT SHARING PLAN & TRUST | ProfitSharing | $4K | 2 | 2025 |
Retirement plans