Rize Home's 401(k) Plan
Sponsored by Rize Home Llc · EIN 340768831 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 96
- With balances
- 220
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Plancorp, Llc CRD 106599 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plancorp, Llc | Investment advisory (plan) | $49,749 |
| Vanguard | Recordkeeping fees | $24,063 |
| Benefit Plans Plus | Contract administrator | $7,175 |