P 401(k) Plan Report

Stable plan record

RIDGELINE WEALTH 401(K) PLAN

Sponsored by RIDGELINE WEALTH, LLC DBA RIDGELINE PRIVATE WEALTH · EIN/PN 842546635-001

Selected filing history

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

Employer money per active participant
2025
$11,739
Administrative cost per participant
2025
$664
Active participants
2025
5
Total plan assets
2025
$787,660
Participant loans as a share of assets
2025
3.5%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260121094258NAL00045497760015$11,739
Public filing identifier

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