How big is High Ridge Wealth Management, LLC's plan?

High Ridge Wealth Management, LLC's plan reported $3.0M in assets and 5 participants for 2024.

Original filing (PDF)20250527104305NAL0003978259001

High Ridge Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

High Ridge Wealth Management Retirement Plan

401(k) retirement plan · High Ridge Wealth Management, LLC's High Ridge Wealth Management Retirement Plan held $3.0M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Brian Farrish signed High Ridge Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Brian Farrish — 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

High Ridge Wealth Management, LLC's EIN is 86-2052435.

EIN 86-2052435

Plan number 001

Plan year 2024

ACK ID 20250527104305NAL0003978259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for High Ridge Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

High Ridge Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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