How big is American River Wealth Management LLC's plan?

American River Wealth Management LLC's plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20250930130453NAL0013236032001

American River Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

American River Wealth Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · American River Wealth Management LLC's American River Wealth Management LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

American River Wealth Management LLC's EIN is 81-1168641.

EIN 81-1168641

Plan number 001

Plan year 2024

ACK ID 20250930130453NAL0013236032001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for American River Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

American River Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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