Retirement Financial Solutions, LLC DBA Blue Ridge Wealth Planners
Form 5500-SF
FILING_RECEIVED
Blue Ridge Wealth Planners 401(k) Plan
401(k) retirement plan · Retirement Financial Solutions, LLC DBA Blue Ridge Wealth Planners' Blue Ridge Wealth Planners 401(k) Plan held $1.0M in plan assets for 25 participants in 2025.
Active participants
25
Accounts w/ balance
29
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score
Above-average plan
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
45
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS.
Plan sponsor
Name
RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS
