RISE WEALTH MANAGEMENT, LLC. 401(k) Plan
What public Form 5500 filings show about the RISE WEALTH MANAGEMENT, LLC. 401(k) plan — and how to find and check your own account.
The RISE WEALTH MANAGEMENT, LLC. 401(k) on its latest Form 5500
RISE WEALTH MANAGEMENT, LLC. (EIN 88-4248946) reports RISE WEALTH MANAGEMENT, LLC. 401(K) PLAN on its most recent Form 5500, with $16K in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full RISE WEALTH MANAGEMENT, LLC. filing — schedules, fees, and providers.
Who runs the RISE WEALTH MANAGEMENT, LLC. 401(k)?
RISE WEALTH MANAGEMENT, LLC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask RISE WEALTH MANAGEMENT, LLC.HR for the recordkeeper’s name and login.
How to check your RISE WEALTH MANAGEMENT, LLC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask RISE WEALTH MANAGEMENT, LLC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).