# Rise48 Am, LLC 401(k) Plan
Source: https://planprovider.pro/companies/rise48-am-llc-401k-plan

> Rise48 Am, LLC's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rise48 Am, LLC

- **Sponsor EIN:** 852412080

- **Sponsor Address:** 8324 E. HARTFORD DR., SCOTTSDALE, AZ, 52558

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

- **Total Participants:** 229

- **Total Assets:** $2.1M

## 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|229|$2.1M|$426,946|$760,368|

| 2023|182|$1.1M|$346,728|$607,635|

| 2022|137|$222,078|$81,456|$142,483|

## 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|

| MEIHAUS CPA, PC.|Auditor|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [MEIHAUS CPA, PC.](https://planprovider.pro/provider/meihaus-cpa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,000

- **Estimated Expense Ratio:** 0.566% 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|$49,409|$222|$5,082|$12,000|—|

| 2023|$13,795|$9,312|—|—|—|

| 2022|—|—|—|—|—|

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