Original filing (PDF)20231005060157NAL0021216273001

RIZING, LLC

Name: RIZING, LLC — RIZING, LLC 401K PLAN, Form 5500 (2022)
Creator: RIZING, LLC

Form 5500

FILING_RECEIVED

RIZING, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

10 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIZING, LLC.

Plan sponsor

Name

RIZING, LLC

EIN

26-0115092

Address

300 FIRST STAMFORD PLACE · STAMFORD, CT · 06902

Phone

(660) 287-7390

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

PKF O'CONNOR DAVIES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$20K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MMA SECURITIES, LLC	22-3570392	—	INVESTMENT/FINANCIAL ADVI	$51K	—

Investments

10 pooled funds· $0

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.

Investment	Type	Current value	% of plan
FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228	Common Collective Trust	$0	—
FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231	Common Collective Trust	$0	—
FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234	Common Collective Trust	$0	—
FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237	Common Collective Trust	$0	—
CORE BOND FUND R1 WILMINGTON TRUST CO · EIN 82-1986152 / PN 325	Common Collective Trust	$0	—
WESTERN ASSET CORE PLUS BD R1 WILMINGTON TRUST · EIN 82-4391232 / PN 374	Common Collective Trust	$0	—
LARGE CAP GROWTH - R1 WILMINGTON TRUST COMPANY · EIN 82-4435820 / PN 375	Common Collective Trust	$0	—
INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001	Common Collective Trust	$0	—
LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426	Common Collective Trust	$0	—
FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225	Common Collective Trust	$0	—