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SHIRA RIDGE WEALTH MANAGEMENT

EIN 94-3368126-financial services-Latest filing 2025
Plans
1
Retirement
1
$3.1M assets
Welfare
0
Participants
6
999 FIFTH AVENUE, SUITE 590 - SAN RAFAEL, CA 94901415-721-0275shiraridge.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.1M - 6 part

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Retirement#001

SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN

401k

Assets$3.1M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHIRA RIDGE WEALTH MANAGEMENT PROFIT SHARING 401(K) PLAN401k$3.1M62025
Retirement plans
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