How big is Riverbridge Wealth, LLC's plan?

Riverbridge Wealth, LLC's plan reported $4.1M in assets and 4 participants for 2025.

Original filing (PDF)20260403084836NAL0003541440001

Riverbridge Wealth, LLC

Name: Riverbridge Wealth, LLC — Riverbridge Wealth, LLC, Form 5500 (2025)
Creator: Riverbridge Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Riverbridge Wealth, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Riverbridge Wealth, LLC's Riverbridge Wealth, LLC 401(k) Profit Sharing Plan held $4.1M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Riverbridge Wealth, LLC's EIN is 26-4755819.

EIN 26-4755819

Plan number 001

Plan year 2025

ACK ID 20260403084836NAL0003541440001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Riverbridge Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Riverbridge Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIVERBRIDGE WEALTH, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

RIVERBRIDGE WEALTH, LLC

EIN

all filings

Address

1144 MARKET STREET, SUITE 200 · WHEELING, WV · 26003

Phone

(304) 233-6600

Industry

Finance & Insurance

Plan administrator