AUMdb

Ridgeline International 401(k) Plan

Sponsored by Ridgeline International · EIN 472691130 · Plan #001

Total assets
$31.1M
Net assets
$31.1M
Active participants
161
With balances
234

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wilshire Advisors Llc CRD 6210 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $77,204
Orenda Retirement Llc Contract administrator, Direct payment from the plan, Other services $3,000
Prime Benefits Inc. Contract administrator, Direct payment from the plan, Other services $1,800
Osaic Wealth Inc. Other services, Other commissions, Other fees $0
Wilshire Advsors Llc Investment advisory (plan), Other investment fees and expenses $0