# Rise Companies Corp. Health & Welfare Plan
Source: https://planprovider.pro/companies/rise-companies-corp-454862460-502

> Rise Companies Corp.'s Health & Welfare 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 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|—|—|

## Similar Plans

- [Cresa Global, INC.](https://planprovider.pro/companies/cresa-global-inc-401k-plan) — 624 participants

- [William C. Smith & Co.](https://planprovider.pro/companies/william-c-smith-co-401k-plan) — 421 participants

- [Urban Land Institute](https://planprovider.pro/companies/urban-land-institute-403b-plan) — 238 participants

- [Rise Companies Corp.](https://planprovider.pro/companies/rise-companies-corp-401k-plan) — 233 participants

- [Bernstein Management Corporation](https://planprovider.pro/companies/bernstein-management-corporation-401k-plan) — 229 participants

- [Capital Guidance America, INC.](https://planprovider.pro/companies/capital-guidance-america-inc-401k-plan) — 175 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rise-companies-corp-454862460-502)

© 2026 PlanProvider.Pro