Rize Home'S 401(K) Plan — Form 5500 plan (Rize Home LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rize Home'S 401(K) Plan is a benefit plan reported by Rize Home LLC under EIN 34-0768831 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $15,793,860 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.8MPlan net assets, end of year$15,793,770
Participants266Covered participants reported
Assets / participant$59.4KComputed: assets ÷ participants$59,375 (computed)
Provider compensation$32.6K2 Schedule C provider row(s)$32,630
- Plan sponsor
- Rize Home LLC
- EIN
- 34-0768831
- Plan number
- 001
- Plan type
- 2
- Location
- Solon, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241217085140NAL0004560578001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$90
Full reported line items
Net assets
- Total assets (EOY)
- $15,793,860
- Total liabilities (EOY)
- $90
- Net assets (EOY)
- $15,793,770
- Net assets (BOY)
- $2,953,133
Income & contributions
- Employer contributions
- $348,642
- Participant contributions
- $498,786
- Total contributions
- $907,331
- Total income / additions
- $2,922,105
Expenses & distributions
- Benefits paid
- $2,297,548
- Administrative expenses
- $34,033
- Total expenses
- $2,331,581
- Net increase / (decrease)
- $590,524
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income79%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Plancorp, LLC | INVESTMENT ADVISOR | $22,188 | not reported in the loaded dataset | 2023 |
| Vanguard | RECORDKEEPER | $10,442 | not reported in the loaded dataset | 2023 |