# Risepoint, LLC 401(k) Plan
Source: https://planprovider.pro/companies/academic-partnerships-llc-401k-plan

> Risepoint, LLC's 401(k) plan: 1,563 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Risepoint, LLC

- **Sponsor EIN:** 272009059

- **Sponsor Address:** 2803 PHILADELPHIA PIKE ST, CLAYMONT, DE, 19703

- **Plan Type:** 401(k)

- **Total Participants:** 1,563

- **Total Assets:** $94.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,563|$94.6M|$3.0M|$9.5M|

| 2023|632|$35.7M|$1.3M|$4.8M|

| 2022|658|$29.1M|$1.4M|$4.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$103,223|—|$103,223|

| CREATIVE PLANNING LLC|ADVISOR|$61,413|—|$61,413|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,713|—|$11,713|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $176,349

- **Estimated Expense Ratio:** 0.186% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$176,350|$73,127|—|—|—|

| 2023|$98,254|$36,605|—|—|—|

| 2022|$107,544|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/academic-partnerships-llc-401k-plan)

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