How big is Ridgewood Financial Advisors, LLC's plan?

Ridgewood Financial Advisors, LLC's plan reported $508K in assets and 6 participants for 2024.

Original filing (PDF)20251014100302NAL0001211859001

Ridgewood Financial Advisors, LLC

Name: Ridgewood Financial Advisors, LLC — Ridgewood, Form 5500 (2024)
Creator: Ridgewood Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ridgewood Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · Ridgewood Financial Advisors, LLC's Ridgewood Financial Advisors, LLC 401(k) Plan held $508K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$508K

Net assets (EOY)

$508K

People on this filing

Paul Muller signed Ridgewood Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Paul Muller — 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

Ridgewood Financial Advisors, LLC's EIN is 20-4608297.

EIN 20-4608297

Plan number 001

Plan year 2024

ACK ID 20251014100302NAL0001211859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ridgewood Financial Advisors, 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 RIDGEWOOD FINANCIAL ADVISORS, 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