# Rise Companies Corp. 401(k) Plan
Source: https://planprovider.pro/companies/rise-companies-corp-401k-plan

> Rise Companies Corp.'s 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|

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