How big is Rivertree Wealth LLC's plan?

Rivertree Wealth LLC's plan reported $34K in assets and 3 participants for 2025.

Original filing (PDF)20260501220730NAL0001677393019

Rivertree Wealth LLC

Name: Rivertree Wealth LLC — Rivertree Wealth 401(k) Plan, Form 5500 (2025)
Creator: Rivertree Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rivertree Wealth 401(k) Plan

401(k) retirement plan · Rivertree Wealth LLC's Rivertree Wealth 401(k) Plan held $34K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan identifiers

Rivertree Wealth LLC's EIN is 87-2499502.

EIN 87-2499502

Plan number 001

Plan year 2025

ACK ID 20260501220730NAL0001677393019

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Rivertree Wealth LLC's 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 RIVERTREE WEALTH 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