AUMdb

Rise, Inc. 401(k) Savings Plan

Sponsored by Rise, Inc. · EIN 410972476 · Plan #001

Total assets
$14.4M
Net assets
$14.4M
Active participants
772
With balances
273

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $5,562