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Original filing (PDF)20251009150243NAL0006775809001
RIDGELINE, INC.
Form 5500
FILING_RECEIVED
RIDGELINE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
447
Accounts w/ balance
468
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
6 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "State Street S&P 500 Index N/L K State Street 0" is 37% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIDGELINE, INC..
Plan sponsor
Name
RIDGELINE, INC.
EIN
82-3266464
Address
936 SOUTHWOOD BLVD. · INCLINE VILLAGE, NV · 89451
Phone
(775) 548-3220
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS | — | NEW YORK, NY | NONE | $21K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $6K | — |
Investments
10 direct securities · 6 pooled funds· $18.8M(99% of reported assets)
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.
Common Collective Trust
$10.5M
6 holdings
Uncategorized
$8.3M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $2.4M | 12.8% | |
| MFS Value R6 MFS 0 | — | — | — | $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 | — | — | — | $1.3M | 6.6% | |
| Schwab Self-Direct Invest Fund V Schwab Self-Direct 0 | — | — | — | $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 | — | — | — | $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 | — | — | — | $307K | 1.6% | |
| BlackRock Advantage SMID Cap K BlackRock 0 | — | — | — | $264K | 1.4% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $131K | 0.7% | |
| Schwab Self-Direct Cash Fund V Schwab Self-Direct 0 | — | — | — | $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 | — | — | — | $63K | 0.3% |
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