Sponsor portfolio
EAGLE RIDGE INVESTMENT MANAGEMENT, LLC
EIN 26-2730112financial servicesLatest filing 2024
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
13
4 HIGH RIDGE PARK, 3RD FLOOR - STAMFORD, CT 06905203-227-4515eagleridgeinvestment.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EAGLE RIDGE INVESTMENT MANAGEMENT 401(K) PSP | 401k | $3.7M | 13 | 2024 |
Retirement plans