What public Form 5500 filings show about the Risemark Holdings, LLC 401(k) plan — and how to find and check your own account.
Risemark Holdings, LLC (EIN 81-3131289) reports RISEMARK 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $7.1M in plan assets across 141 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 Risemark Holdings, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Risemark Holdings, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLUECROSS BLUESHIELD NEBRASKA, BENEFIT PLANS, PRINCIPAL SECURITIES, BENECON GROUP.
