What public Form 5500 filings show about the Green Ridge Wealth Planning 401(k) plan — and how to find and check your own account.
Green Ridge Wealth Planning (EIN 81-1222904) reports GREEN RIDGE WEALTH PLANNING 401(K) PLAN on its most recent Form 5500, with $532K in plan assets across 5 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Green Ridge Wealth Planning filing — schedules, fees, and providers.
Green Ridge Wealth Planning’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Green Ridge Wealth PlanningHR for the recordkeeper’s name and login.
