Plan Snapshot
- Plan Sponsor: Rise Companies Corp.
- Sponsor EIN: 454862460
- Sponsor Address: 11 DUPONT CIRCLE NW, WASHINGTON, DC, 20036
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 233
- Total Assets: $146,607
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 233 | $146,607 | $2.5M | $534,737 |
| 2023 | 280 | $303,470 | $210,110 | $32,229 |
| 2022 | 278 | $241,860 | $2.6M | $396,167 |
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 (ARMFIELD, HARRIS | Investment Advisor | $97,210 | — | $97,210 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $80,853 | — | $80,853 |
| THE BENECON GROUP | Investment Advisor | $39,531 | — | $39,531 |
| CONNECTCARE3 | Other Service Provider | $13,740 | — | $13,740 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $231,334
- Estimated Expense Ratio: 157.792% 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 | $697,794 | $53,271 | $178,062 | — | — |
| 2023 | $62,566 | $4,889 | $16,836 | — | — |
| 2022 | $794,679 | $64,288 | $222,398 | — | — |