Plan Ledger DOL Form 5500 · updated monthly

Rise Holding Company401(k)

RISE MODULAR 401(K) PLAN · MINNEAPOLIS, MN · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Rise Holding Company reported $4,902 in plan administrative expenses for 2022: 0.35% of average plan assets, below the peer median. Employer contributions averaged $675 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Minnesota (1,872nd of 1,918), and 5,160th of 5,337 in construction. In 2022, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$749,654
Participants with balances50
Active participants133
Employer contributions$89,750
Employee contributions$226,036
Employer contribution per active participant$675
Average account balance$14,993
Benefits paid to participants$1,451,953
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$510
Investment management$4,392
Total administrative$4,902
The Rise Holding Company 401(k) match · 2022
Employer contribution per active participant$675
Median for plans this size$1,114

Rise Holding Company's 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,902 · 0.35%
Similar plansConstruction · Minnesota
Phase Electric MN$1.4M · 0.28%
Norhart Inc. MN$1.3M · 0.12%
Solid-Employees LLC MN$1.1M · 0.87%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850730545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.