What public Form 5500 filings show about the Retirement Financial Solutions, LLC 401(k) plan — and how to find and check your own account.
Retirement Financial Solutions, LLC (EIN 20-1435302) reports BLUE RIDGE WEALTH PLANNERS 401(K) PLAN on its most recent Form 5500, with $653K in plan assets across 18 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 Retirement Financial Solutions, LLC filing — schedules, fees, and providers.
Retirement Financial Solutions, LLC’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 Retirement Financial Solutions, LLCHR for the recordkeeper’s name and login.
