Fundrise 401(K) Plan — Form 5500 plan (Rise Companies Corp.)
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, Fundrise 401(K) Plan is a benefit plan reported by Rise Companies Corp. under EIN 45-4862460 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $19,052,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rise Companies Corp.
- EIN
- 45-4862460
- Plan number
- 001
- Plan type
- 2
- Location
- Washington Dc, DC
- Latest filing year
- 2023
- Participants
- 392
- End-of-year plan assets
- $19,052,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 392 | H, C | 20240916150456NAL0001636449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,052,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,052,675
- Net assets (BOY)
- $11,393,171
Income & contributions
- Employer contributions
- $1,563,856
- Participant contributions
- $4,058,210
- Total contributions
- $5,978,604
- Total income / additions
- $8,851,684
Expenses & distributions
- Benefits paid
- $1,065,931
- Administrative expenses
- $118,135
- Total expenses
- $1,192,180
- Net increase / (decrease)
- $7,659,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Capital Group Inv Advisory | ADVISOR | $66,625 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $49,618 | $0 | 2023 |