Original filing (PDF)20250729011456NAL0001069475001

SHIRA RIDGE WEALTH MANAGEMENT

Name: SHIRA RIDGE WEALTH MANAGEMENT — SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: SHIRA RIDGE WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIRA RIDGE WEALTH MANAGEMENT.

Plan sponsor

Name

SHIRA RIDGE WEALTH MANAGEMENT

EIN

94-3368126

Address

999 FIFTH AVENUE, SUITE 590 · SAN RAFAEL, CA · 94901

Phone

(415) 721-0275

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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