How big is New River Financial Group LLC's plan?

New River Financial Group LLC's plan reported $1.2M in assets and 11 participants for 2025.

Original filing (PDF)20260406220106NAL0010702978020

New River Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

New River Financial Group 401(k) Plan

401(k) retirement plan · New River Financial Group LLC's New River Financial Group 401(k) Plan held $1.2M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

New River Financial Group LLC's EIN is 45-3580698.

EIN 45-3580698

Plan number 001

Plan year 2025

ACK ID 20260406220106NAL0010702978020

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEW RIVER FINANCIAL GROUP 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

NEW RIVER FINANCIAL GROUP LLC

EIN

all filings

Address

1055 WEST MAIN STREET · CHRISTIANSBURG, VA · 24073

Phone

(540) 639-4810

Industry

Finance & Insurance

Plan administrator