GREEN RIDGE WEALTH PLANNING
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
5
Active participants
1,467
Total plan assets
$40.4M
Filings (rows)
5
Direct comp
$49K
Indirect comp
$52K
SERVICES PROVIDED
Advisor / Consultant5
Top plans served
All 5 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| EOS ENERGY STORAGE LLC EOS ENERGY STORAGE LLC RETIREMENT SAVINGS PLAN | EDISON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 473 | $10.7M | $0 |
| JAMES ALEXANDER CORPORATION JAMES ALEXANDER CORPORATION RETIREMENT PLAN | BLAIRSTOWN, NJ | Advisor / Consultant INVESTMENT MANAGER | 117 | $9.9M | $27K |
| JAMES ALEXANDER CORPORATION JAMES ALEXANDER CORPORATION RETIREMENT PLAN | BLAIRSTOWN, NJ | Advisor / Consultant INVESTMENT MANAGER | 126 | $8.5M | $22K |
| EOS ENERGY STORAGE LLC EOS ENERGY STORAGE LLC RETIREMENT SAVINGS PLAN | EDISON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 420 | $7.1M | $0 |
| EOS ENERGY STORAGE LLC EOS ENERGY STORAGE LLC RETIREMENT SAVINGS PLAN | EDISON, NJ | Advisor / Consultant INVESTMENT ADVISORY | 331 | $4.3M | $0 |