What public Form 5500 filings show about the Ridgeline Wealth, LLC DBA Ridgeline Private Wealth 401(k) plan — and how to find and check your own account.
Ridgeline Wealth, LLC DBA Ridgeline Private Wealth (EIN 84-2546635) reports RIDGELINE WEALTH 401(K) PLAN on its most recent Form 5500, with $788K 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 Ridgeline Wealth, LLC DBA Ridgeline Private Wealth filing — schedules, fees, and providers.
Ridgeline Wealth, LLC DBA Ridgeline Private Wealth’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 Ridgeline Wealth, LLC DBA Ridgeline Private WealthHR for the recordkeeper’s name and login.
