Plan5500

Rise Inc. 403(B) Employee Retirement Plan — Form 5500 plan (Rise, Inc.)

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, Rise Inc. 403(B) Employee Retirement Plan is a benefit plan reported by Rise, Inc. under EIN 87-0454287 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,809 participants and $3,699,364 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rise, Inc.
EIN
87-0454287
Plan number
001
Plan type
2
Location
Mesa, AZ
Latest filing year
2023
Participants
2,809
End-of-year plan assets
$3,699,364

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,809H, C20241028112440NAL0005960704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,699,364
Total liabilities (EOY)
$0
Net assets (EOY)
$3,699,364
Net assets (BOY)
$3,103,138

Income & contributions

Employer contributions
$52,207
Participant contributions
$667,751
Total contributions
$742,296
Total income / additions
$1,194,770

Expenses & distributions

Benefits paid
$524,477
Administrative expenses
$74,067
Total expenses
$598,544
Net increase / (decrease)
$596,226

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$67,261not reported in the loaded dataset2023
Ep Wealth Advisors, LLCNONE$6,806not reported in the loaded dataset2023
Charles SchwabNONE$0$3,5272023

Related Form 5500 pages