Rebecca E Richstad signed Ridgeline, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ridgeline, Inc.'s EIN is 82-3266464.
Download the official 2024 Form 5500 (PDF) for Ridgeline, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ridgeline, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS | — | NEW YORK, NY | NONE | $21K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE STREET S&P 500 INDEX N/L K STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $7.0M | 36.9% | |
| Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $2.4M | 12.8% | |
| MFS Value R6 MFS 0 | Mutual Funds | — | — | $1.9M | 9.9% | |
| T. ROWE PRICE LARGE CAP GROWTH TR-E T. ROWE PRICE · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $1.7M | 9.0% | |
| American Eupac R6 American Funds 0 | Mutual Funds | — | — | $1.3M | 6.6% | |
| Schwab Self-Direct Invest Fund V Schwab Self-Direct 0 | Mutual Funds | — | — | $1.1M | 5.8% | |
| STATE STREET RUSSELL S/M CAP IDX N/ STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $903K | 4.8% | |
| Fidelity Emerging Markets Index Fidelity 0 | Mutual Funds | — | — | $731K | 3.9% | |
| STATE STREET US BOND INDEX N/L M STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 495 | Common Collective Trust | — | — | $475K | 2.5% | |
| PRUDENTIAL CORE BOND 7 PGIM INVESTMENTS · EIN 23-6994310 / PN 125 | Common Collective Trust | — | — | $345K | 1.8% | |
| Fidelity Inflation-Protected Bond Ind Fidelity 0 | Mutual Funds | — | — | $307K | 1.6% | |
| BlackRock Advantage SMID Cap K BlackRock 0 | Other securities | — | — | $264K | 1.4% | |
| PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $131K | 0.7% | |
| Schwab Self-Direct Cash Fund V Schwab Self-Direct 0 | Mutual Funds | — | — | $131K | 0.7% | |
| INVESCO STABLE VALUE TRUST A1 INVESCO · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $81K | 0.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $63K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
