Plan Ledger DOL Form 5500 · updated monthly

Rise, Inc.401(k)

RISE INC. 403(B) EMPLOYEE RETIREMENT PLAN · MESA, AZ · plan year 2024

Reported admin expense ratio · 2024
1.46%

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

Rise, Inc. reported $59,959 in plan administrative expenses for 2024: 1.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $21 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 1.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Arizona (869th of 1,285), and 1,575th of 2,096 in real estate & leasing. In 2024, employees put in $10.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,523,631
Participants with balances351
Active participants2,952
Employer contributions$62,223
Employee contributions$667,206
Employer contribution per active participant$21
Average account balance$12,888
Benefits paid to participants$345,774
Plan auditDisclaimer of opinion
AuditorTULL, FORSBERG & OLSON, PLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 351 accts · $62K emplr
2023$3.7M · 369 accts · $52K emplr
2022$3.1M · 246 accts · $47K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,926
Investment management$11,033
Total administrative$59,959
The Rise, Inc. 401(k) match · 2024
Employer contribution per active participant$21
Median for plans this size$1,313
2024$21 per active participant
2023$18 per active participant
2022$17 per active participant

Rise, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$48,925
EP WEALTH ADVISORS, LLC · Investment advisory (plan)$11,033

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$59,959 · 1.46%
2023$74,067 · 2.18%
2022$18,922 · 0.64%
Same employer
Similar plansReal Estate & Leasing · Arizona
Mainstay Labs Inc. AZ$5.2M · 0.02%
Pillar Communities, LLC AZ$4.8M · 0.86%
Driggs Title Agency, Inc. AZ$4.6M · 0.71%
Inspire Communities, LLC AZ$4.0M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870454287 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.