How big is Rivers/Lidke Financial Group LLC's plan?

Rivers/Lidke Financial Group LLC's plan reported $761K in assets and 6 participants for 2024.

Original filing (PDF)20250415110609NAL0003196481001

Rivers/Lidke Financial Group LLC

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

Form 5500-SF

FILING_RECEIVED

Rivers/Lidke Financial Group LLC Retirement Plan

401(k) retirement plan · Rivers/Lidke Financial Group LLC's Rivers/Lidke Financial Group LLC Retirement Plan held $761K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

Plan identifiers

Rivers/Lidke Financial Group LLC's EIN is 46-4058955.

EIN 46-4058955

Plan number 001

Plan year 2024

ACK ID 20250415110609NAL0003196481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rivers/Lidke Financial Group 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 RIVERS/LIDKE 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