How big is Green Ridge Wealth Planning's plan?

Green Ridge Wealth Planning's plan reported $532K in assets and 5 participants for 2024.

Original filing (PDF)20251015092845NAL0002082051001

Green Ridge Wealth Planning

Name: Green Ridge Wealth Planning — Green Ridge Wealth, Form 5500 (2024)
Creator: Green Ridge Wealth Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Green Ridge Wealth Planning 401(k) Plan

401(k) retirement plan · Green Ridge Wealth Planning's Green Ridge Wealth Planning 401(k) Plan held $532K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

Plan identifiers

Green Ridge Wealth Planning's EIN is 81-1222904.

EIN 81-1222904

Plan number 001

Plan year 2024

ACK ID 20251015092845NAL0002082051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Green Ridge Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Green Ridge Wealth Planning's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREEN RIDGE WEALTH PLANNING.

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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