How big is Riverview Wealth Strategies' plan?

Riverview Wealth Strategies' plan reported $998K in assets and 5 participants for 2025.

Original filing (PDF)20260429220308NAL0024983538080

Riverview Wealth Strategies

Name: Riverview Wealth Strategies — Riverview Wealth, Form 5500 (2025)
Creator: Riverview Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Riverview Wealth Strategies 401(k) Plan

401(k) retirement plan · Riverview Wealth Strategies' Riverview Wealth Strategies 401(k) Plan held $998K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$998K

Net assets (EOY)

$998K

People on this filing

Elantha Barry signed Riverview Wealth Strategies' 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Riverview Wealth Strategies' EIN is 85-3789139.

EIN 85-3789139

Plan number 001

Plan year 2025

ACK ID 20260429220308NAL0024983538080

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Riverview Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Riverview Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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