Stable plan record

BLUE RIDGE WEALTH PLANNERS 401(K) PLAN

Sponsored by RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS · EIN/PN 201435302-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,912
Administrative cost per participant
2025
$118
Active participants
2025
25
Total plan assets
2025
$1,036,880
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260611130348NAL001745030600125$3,912
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.