Original filing (PDF)20250618104846NAL0005602162001

RISE HOUSING AND SUPPORT SERVICES, INC.

Name: RISE HOUSING AND SUPPORT SERVICES, INC. — RISE HOUSING AND SUPPORT SERVICES, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: RISE HOUSING AND SUPPORT SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

RISE HOUSING AND SUPPORT SERVICES, INC. TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Signals · 1

No auditor on file

Active participants

150

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RISE HOUSING AND SUPPORT SERVICES, INC..

Plan sponsor

Name

RISE HOUSING AND SUPPORT SERVICES, INC.

EIN

14-1581052

Address

127 UNION STREET · SARATOGA SPRINGS, NY · 128664411

Phone

(518) 587-6193

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

BROADVIEW, INC.

BROADVIEW, INC. 403(B) RETIREMENT PLAN

$2.2M · 45 participants

THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER

403(B) THRIFT PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER

$2.2M · 106 participants

ADVOCATES, INC

ADVOCATES, INC. 403(B) PLAN

$2.2M · 5 participants

COMMUNITY SUPPORTS, INC.

COMMUNITY SUPPORTS, INC. 401(K) PERFORMANCE SHARING PLAN & TRUST

$2.2M · 193 participants

CHRISTIAN RETIREMENT HOMES, INC.

CHRISTIAN RETIREMENT HOMES, INC. RETIREMENT PLAN