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

Active participants

1,467

Total plan assets

$40.4M

Filings (rows)

Direct comp

$49K

Indirect comp

$52K

SERVICES PROVIDED

Advisor / Consultant5

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
EOS Energy Storage LLC EOS Energy Storage LLC Retirement Savings Plan · all filings	EDISON, NJ	Advisor / Consultant	473	$10.7M	$0	$42K
James Alexander Corporation James Alexander Corporation Retirement Plan · all filings	BLAIRSTOWN, NJ	Advisor / Consultant	117	$9.9M	$27K	$0
James Alexander Corporation James Alexander Corporation Retirement Plan · all filings	BLAIRSTOWN, NJ	Advisor / Consultant	126	$8.5M	$22K	$0
EOS Energy Storage LLC EOS Energy Storage LLC Retirement Savings Plan · all filings	EDISON, NJ	Advisor / Consultant	420	$7.1M	$0	$0
EOS Energy Storage LLC EOS Energy Storage LLC Retirement Savings Plan · all filings	EDISON, NJ	Advisor / Consultant	331	$4.3M	$0	$10K