Original filing (PDF)20260121094258NAL0004549776001

Ridgeline Wealth, LLC DBA Ridgeline Private Wealth

Name: Ridgeline Wealth, LLC DBA Ridgeline Private Wealth — Form 5500 Plan 001 (2025)
Creator: Ridgeline Wealth, LLC DBA Ridgeline Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ridgeline Wealth 401(k) Plan

401(k) retirement plan · Ridgeline Wealth, LLC DBA Ridgeline Private Wealth's Ridgeline Wealth 401(k) Plan held $788K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$788K

Net assets (EOY)

$788K

People on this filing

Caleb Huftalin signed Ridgeline Wealth, LLC DBA Ridgeline Private Wealth's 2025 Form 5500 as plan administrator.

Caleb Huftalin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ridgeline Wealth, LLC DBA Ridgeline Private Wealth's EIN is 84-2546635.

EIN 84-2546635

Plan number 001

Plan year 2025

ACK ID 20260121094258NAL0004549776001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ridgeline Wealth, LLC DBA Ridgeline Private Wealth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ridgeline Wealth, LLC DBA Ridgeline Private Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RIDGELINE WEALTH, LLC DBA RIDGELINE PRIVATE WEALTH.

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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