How big is Spring Ridge Financial Group, LLC's plan?

Spring Ridge Financial Group, LLC's plan reported $973K in assets and 10 participants for 2024.

Original filing (PDF)20250805091256NAL0001697633001

Spring Ridge Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Spring Ridge Financial Group, LLC Cash Balance Plan

Defined-benefit pension plan · Spring Ridge Financial Group, LLC's Spring Ridge Financial Group, LLC Cash Balance Plan held $973K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$973K

Net assets (EOY)

$973K

Plan identifiers

Spring Ridge Financial Group, LLC's EIN is 23-3033401.

EIN 23-3033401

Plan number 001

Plan year 2024

ACK ID 20250805091256NAL0001697633001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Spring Ridge Financial Group, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score