How big is Riverfront Wealth Management, LLC's plan?

Riverfront Wealth Management, LLC's plan reported $981K in assets and 17 participants for 2024.

Original filing (PDF)20251010112714NAL0012977888001

Riverfront Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Riverfront Wealth Management, LLC 401(k) Plan

Defined-contribution retirement plan · Riverfront Wealth Management, LLC's Riverfront Wealth Management, LLC 401(k) Plan held $981K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

People on this filing

Richard Tatum signed Riverfront Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Riverfront Wealth Management, LLC's EIN is 88-3842518.

EIN 88-3842518

Plan number 001

Plan year 2024

ACK ID 20251010112714NAL0012977888001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Riverfront Wealth Management, LLC's plan includes ERISA 404(c) participant direction, 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 RIVERFRONT 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