How big is Retirement Financial Solutions, LLC's plan?

Retirement Financial Solutions, LLC's plan reported $653K in assets and 18 participants for 2024.

Original filing (PDF)20250715123957NAL0001607043001

Retirement Financial Solutions, LLC

Name: Retirement Financial Solutions, LLC — Blue Ridge, Form 5500 (2024)
Creator: Retirement Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Blue Ridge Wealth Planners 401(k) Plan

401(k) retirement plan · Retirement Financial Solutions, LLC's Blue Ridge Wealth Planners 401(k) Plan held $653K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$653K

Net assets (EOY)

$653K

People on this filing

Bradley Fugate signed Retirement Financial Solutions, LLC's 2024 Form 5500 as plan administrator.

Bradley Fugate — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Retirement Financial Solutions, LLC's EIN is 20-1435302.

EIN 20-1435302

Plan number 001

Plan year 2024

ACK ID 20250715123957NAL0001607043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Retirement Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Retirement Financial Solutions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIREMENT FINANCIAL SOLUTIONS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score