How big is Ridgegate Financial, LLC's plan?

Ridgegate Financial, LLC's plan reported $616K in assets and 15 participants for 2025.

Original filing (PDF)20260415083152NAL0020728240001

Ridgegate Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Ridgegate Financial, LLC 401(k) Plan

401(k) retirement plan · Ridgegate Financial, LLC's Ridgegate Financial, LLC 401(k) Plan held $616K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

Plan identifiers

Ridgegate Financial, LLC's EIN is 27-0671232.

EIN 27-0671232

Plan number 001

Plan year 2025

ACK ID 20260415083152NAL0020728240001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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