Plan Snapshot
- Plan Sponsor: Rise Companies Corp.
- Sponsor EIN: 454862460
- Sponsor Address: 11 DUPONT CIR NW, WASHINGTON DC, DC, 20036
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $26.6M
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 | 233 | $26.6M | $1.5M | $3.7M |
| 2023 | 277 | $19.1M | $1.6M | $4.1M |
| 2022 | 307 | $11.4M | $1.5M | $3.7M |
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 |
|---|---|---|---|---|
| THE CAPITAL GROUP INV ADVISORY | ADVISOR | $104,293 | — | $104,293 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $56,897 | — | $56,897 |
| YOUNG OAKES BROWN & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $161,190
- Estimated Expense Ratio: 0.607% 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 | $163,766 | $106,869 | — | — | — |
| 2023 | $118,135 | $68,517 | — | — | — |
| 2022 | $59,054 | $470 | — | — | — |