Plan Ledger DOL Form 5500 · updated monthly

Rise Corporate LLC401(k)

MEDCARES SAVING FOR THE FUTURE PLAN · STAFFORD, TX · plan year 2023

Reported admin expense ratio · 2023
0.03%

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

Rise Corporate LLC reported $1,199 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 0.028%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,168th of 5,688), and 8,133rd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$4,623,441
Participants with balances58
Active participants181
Employer contributions$0
Employee contributions$75,013
Employer contribution per active participant$0
Average account balance$79,715
Benefits paid to participants$175,701
Plan auditUnmodified (clean) audit opinion
AuditorCMCD LLC
Plan history2
Yearassets · accounts · employer contribution
2023$4.6M · 58 accts
2022$4.0M · 62 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,199
Total administrative$1,199
The Rise Corporate LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Rise Corporate LLC's 2023 employer contribution ran below the $1,308 median for plans its size, in the bottom 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$644

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

Administrative cost history2
2023$1,199 · 0.03%
2022$1,188 · 0.03%
Similar plansHealth Care & Social Assistance · Texas
Air Force Villages, Inc. TX$4.7M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611947683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.