# Rising Holdings, INC.,Dba Rising Medical Solutions 401(k) Plan
Source: https://planprovider.pro/companies/rising-holdings-inc-dba-rising-medical-solutions-401k-plan

> Rising Holdings, INC.,Dba Rising Medical Solutions's 401(k) plan: 197 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Rising Holdings, INC.,Dba Rising Medical Solutions

- **Sponsor EIN:** 364276352

- **Sponsor Address:** 325 N LASALLE ST STE 600, CHICAGO, IL, 60654

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

- **Total Participants:** 197

- **Total Assets:** $22.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|197|$22.2M|$322,583|$1.2M|

| 2023|176|$20.2M|$290,085|$1.1M|

| 2022|160|$16.7M|$255,559|$908,873|

## 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|

| ROTHSCHILD INVESTMENT CORP|ADVISOR|$16,268|—|$16,268|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,550|—|$6,550|

| DUFEK & CO, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DUFEK & CO, LLC](https://planprovider.pro/provider/dufek-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $22,818

- **Estimated Expense Ratio:** 0.103% 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|$19,240|$22,818|—|—|—|

| 2023|-$6,202|$18,188|—|—|—|

| 2022|$25,826|$2,561|—|—|—|

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