Plan Ledger DOL Form 5500 · updated monthly

Rise Companies Corp.401(k)

FUNDRISE 401(K) PLAN · WASHINGTON DC, DC · plan year 2024

Reported admin expense ratio · 2024
0.72%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Rise Companies Corp. reported $163,766 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,381 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.64% to 0.72%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 272nd-largest of 618 plans among District of Columbia employers on file, and the 512th of 2,096 in real estate & leasing. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has shrunk from 307 to 233 since 2022.

Plan summary
Net assets, end of year$26,558,196
Participants with balances341
Active participants233
Employer contributions$1,486,683
Employee contributions$3,734,361
Employer contribution per active participant$6,381
Average account balance$77,883
Benefits paid to participants$1,625,113
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG OAKES BROWN & CO
Plan history3
Yearassets · accounts · employer contribution
2024$26.6M · 341 accts · $1.5M emplr
2023$19.1M · 368 accts · $1.6M emplr
2022$11.4M · 391 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,897
Investment management$106,869
Total administrative$163,766
The Rise Companies Corp. 401(k) match · 2024
Employer contribution per active participant$6,381
Median for plans this size$2,416
2024$6,381 per active participant
2023$5,646 per active participant
2022$4,732 per active participant

Rise Companies Corp.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE CAPITAL GROUP INV ADVISORY · Investment advisory (plan)$104,293
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$56,897

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$163,766 · 0.72%
2023$118,135 · 0.78%
2022$59,054 · 0.64%
Same employer
Similar plansReal Estate & Leasing · District of Columbia
Urban Land Institute DC$36.5M · 0.23%
William C. Smith & Co. DC$35.4M · 0.51%
The John Akridge Company DC$35.1M · 0.46%
Rga, Inc. DC$29.1M · 0.38%
Cresa Global, Inc. DC$24.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454862460 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.