How big is Comrise, Inc.'s plan?

Comrise, Inc.'s plan reported $7.0M in assets and 72 participants for 2024.

Original filing (PDF)20251015052312NAL0003847889001

Comrise, Inc.

Name: Comrise, Inc. — Comrise, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Comrise, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Comrise, Inc. 401(k) Plan

401(k) retirement plan · Comrise, Inc.'s Comrise, Inc. 401(k) Plan held $7.0M in plan assets for 72 participants in 2024, with ADP as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

Accounts w/ balance

153

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Arianne Santos signed Comrise, Inc.'s 2024 Form 5500 as plan administrator.

Arianne Santos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Comrise, Inc.'s EIN is 22-2500716.

EIN 22-2500716

Plan number 001

Plan year 2024

ACK ID 20251015052312NAL0003847889001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Comrise, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Comrise, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMRISE, INC..

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How this plan invests

This plan

2 pooled trusts

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

COMRISE, INC.

EIN

all filings

Address

90 WOODBRIDGE CENTER DR #360 · WOODBRIDGE, NJ · 07095

Phone

(732) 375-2147

Industry

Professional & Technical Services

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$4K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS	47-1411118	—

Investments

36 direct securities · 2 pooled funds· $7.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$3.4M

19 holdings

Common Collective Trusts

$1.5M

2 holdings

Mutual Funds

$1.2M

10 holdings

Common Collective Trust

$372K

2 holdings

Common Stocks

$310K

1 holding

Registered Investment Companies

$211K

2 holdings

Bonds / Notes

$11K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$1.7M BlackRock / iShares$1.6M Fidelity$227K Janus Henderson$207K Vanguard$139K PIMCO$137K Invesco$132K American Century$81K American Funds (Capital Group)$59K

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					% of plan
Ishares S&P 500 Index A Mutual Fund	Common Collective Trusts	—	—	$1.3M	18.3%
Rowe Price Retirement 2025 Mutual Fund	Other securities	—	—	$546K	7.8%
T. Rowe Price Retirement 2035 Mutual Fund	Other securities	—	—	$508K	7.2%
Victory Established Value R Mutual Fund	Other securities	—	—	$384K	5.5%
FEDERATED CAP PRESERVATION - R FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$372K	5.3%
T. Rowe Price Retirement 2045 Mutual Fund	Other securities	—	—	$342K	4.9%
Columbia Div Inc Fd - R Mutual Fund	Common Stocks	—	—	$310K	4.4%
Blk Mid Cap Gr Eqty Prt - Svc Mutual Fund	Other securities	—	—	$272K	3.9%
Putnam Large Cap Value R Mutual Fund	Mutual Funds	—	—	$255K	3.6%
Alger Capital Apprec Fund - A Mutual Fund	Other securities	—	—	$251K	3.6%
Janus Henderson Triton A Mutual Fund	Mutual Funds	—	—	$207K	3.0%
Fidelity Advisor Total Bond I Mutual Fund	Mutual Funds	—	—	$200K	2.9%
Clearbridge Intl Growth Fi Mutual Fund	Other securities	—	—	$182K	2.6%
Ishares Russell 2000 Sm Cap A Mutual Fund	Common Collective Trusts	—	—	$179K	2.6%
T.Rowe Price Retirement 2060 Mutual Fund	Other securities	—	—	$174K	2.5%
T. Rowe Price Retirement 2030 Mutual Fund	Other securities	—	—	$165K	2.4%
T. Rowe Price Retirement 2055 Mutual Fund	Registered Investment Companies	—	—	$155K	2.2%
Vanguard Health Care Fund Adm Mutual Fund	Mutual Funds	—	—	$139K	2.0%
Hartford Core Equity R4 Mutual Fund	Other securities	—	—	$138K	2.0%
Pimco Income Fund - A Mutual Fund	Mutual Funds	—	—	$137K	2.0%
Rowe Price Retirement 2040 Mutual Fund	Other securities	—	—	$134K	1.9%
Invesco Gold Sp Min R Mutual Fund	Mutual Funds	—	—	$132K	1.9%
T. Rowe Price Retirement 2050 Mutual Fund	Other securities	—	—	$119K	1.7%
T.Rowe Price Retirement 2020 Mutual Fund	Other securities	—	—	$82K	1.2%
American Century Ultra - Inv Mutual Fund	Other securities	—	—	$81K	1.2%
American Funds New Wrld - R4 Mutual Fund	Mutual Funds	—	—	$59K	0.8%
Dws Enh Commodity Strat A Mutual Fund ** 75 * Ishares Msci Eafe Intl Index Mutual Fund	Registered Investment Companies	—	—	$55K	0.8%
MFS Technology - R3 Mutual Fund	Mutual Funds	—	—	$42K	0.6%
Cohen & Steers Real Est Sec A Mutual Fund	Other securities	—	—	$27K	0.4%
FID Adv Energy A Mutual Fund	Mutual Funds	—	—	$27K	0.4%
Ishares Russell Midcap Index Mutual Fund	Other securities	—	—	$23K	0.3%
T. Rowe Price Retirement 2065 Mutual Fund	Other securities	—	—	$14K	0.2%
Notes receivable from participants Bearing interest at 5.25%-9.50% -	Bonds / Notes	—	—	$11K	0.2%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%
Franklin Utilities Fund A1 Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344	Common Collective Trust	—	—	$0	<0.1%

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