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

Pacific Ridge Wealth Management, LLC's plan reported $97K in assets and 2 participants for 2024.

Original filing (PDF)20250908180803NAL0019663905001

Pacific Ridge Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Pacific Ridge Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Pacific Ridge Wealth Management, LLC's Pacific Ridge Wealth Management, LLC 401(k) Plan held $97K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

People on this filing

Joel Everett signed Pacific Ridge Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Joel Everett — 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

Pacific Ridge Wealth Management, LLC's EIN is 93-4568751.

EIN 93-4568751

Plan number 001

Plan year 2024

ACK ID 20250908180803NAL0019663905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PACIFIC 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