How big is Rockbridge Wealth Management, Inc.'s plan?

Rockbridge Wealth Management, Inc.'s plan reported $567K in assets and 6 participants for 2024.

Original filing (PDF)20250818132304NAL0000661843001

Rockbridge Wealth Management, Inc.

Name: Rockbridge Wealth Management, Inc. — Rockbridge, Form 5500 (2024)
Creator: Rockbridge Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockbridge Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Rockbridge Wealth Management, Inc.'s Rockbridge Wealth Management, Inc. 401(k) Plan held $567K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$567K

Net assets (EOY)

$567K

Plan identifiers

Rockbridge Wealth Management, Inc.'s EIN is 81-0553790.

EIN 81-0553790

Plan number 001

Plan year 2024

ACK ID 20250818132304NAL0000661843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rockbridge Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rockbridge Wealth Management, Inc.'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 ROCKBRIDGE WEALTH MANAGEMENT, INC..

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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