How big is Riverview Wealth Strategies' plan?

Riverview Wealth Strategies' plan reported $298K in assets and 5 participants for 2022.

Original filing (PDF)20230531135954NAL0020388209001

Riverview Wealth Strategies

Name: Riverview Wealth Strategies — Form 5500 (2022)
Creator: Riverview Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Riverview Wealth Strategies held $298K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

People on this filing

Jacob Perry signed Riverview Wealth Strategies' 2022 Form 5500 as plan administrator.

Jacob Perry — 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 91-2058459.

EIN 91-2058459

Plan number 001

Plan year 2022

ACK ID 20230531135954NAL0020388209001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Riverview Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Riverview Wealth Strategies' 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 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

RIVERVIEW WEALTH STRATEGIES

EIN

all filings

Address

201 W. NORTH RIVER DR. · SUITE 500 · SPOKANE, WA · 99201

Phone

(509) 960-8963

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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