Richardson Investments, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2018. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Richardson Investments, Inc. 401(k) Plan Facts (plan year 2018)

Plan name
RICHARDSON INVESTMENTS, INC 401(K)
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RICHARDSON INVESTMENTS, INC.
Participants
745 (554 active employees)
Former employees with a balance
270
Plan assets
$8,297,896 at Dec 31, 2018
Average account balance
$15,225 across 545 accounts
Plan year
Jan 1, 2018 – Dec 31, 2018
Plan established
Jan 1, 1995
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Dec 31, 2018), filed Nov 25, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $1.11 million went into the plan in contributions.
  • $422,604 was paid out to participants.
  • Administrative expenses were $2,490, about $5 per account.

How the Richardson Investments, Inc. 401(k) changed, 2013–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2013700$6.01 million—$997,477
2014661$6.54 million—$362,048
2015675$6.69 million—$565,864
2016758$7.46 million—$460,856
2017814$8.57 million$174$1.08 million
2018745$8.30 million$0$422,604

Richardson Investments, Inc. 401(k) Contact Information

Phone
512-426-9686
Mailing address
5910 COURTYARD DR STE 330, AUSTIN TX 78731
Plan sponsor
RICHARDSON INVESTMENTS, INC.
Employer identification number (EIN)
85-0158548
Plan number
002

Questions about the Richardson Investments, Inc. 401(k)

Is the Richardson Investments, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2018, and no later filing was found under this employer's EIN.

Does Richardson Investments, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Richardson Investments, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Richardson Investments, Inc 401(k) plan?

745 participants at the start of plan year 2018, 554 of them active employees, and 270 former employees who still had money in the plan.

What is the average 401(k) balance at Richardson Investments, Inc?

About $15,225 per account: $8.30 million in plan assets across 545 accounts with a balance at the end of plan year 2018.

Who manages the Richardson Investments, Inc 401(k) accounts?

Ascensus is the plan's recordkeeper, which is where participants log in to see their balance.

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