How big is Rivers Edge Wealth Management's plan?

Rivers Edge Wealth Management's plan reported $150K in assets and 4 participants for 2024.

Original filing (PDF)20250807134644NAL0003740899001

Rivers Edge Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Rivers Edge Wealth Management 401(k) Plan

401(k) retirement plan · Rivers Edge Wealth Management's Rivers Edge Wealth Management 401(k) Plan held $150K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

Plan identifiers

Rivers Edge Wealth Management's EIN is 86-2534195.

EIN 86-2534195

Plan number 001

Plan year 2024

ACK ID 20250807134644NAL0003740899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Rivers Edge Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Rivers Edge Wealth Management's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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