Original filing (PDF)20250929083933NAL0011041825001

TO-RISE, LLC

Name: TO-RISE, LLC — TO-RISE, LLC PENSION TRUST, Form 5500 (2024)
Creator: TO-RISE, LLC

Form 5500-SF

FILING_RECEIVED

TO-RISE, LLC PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$538K

Net assets (EOY)

$538K

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

TO-RISE, LLC

EIN

26-4527327

Address

243 SKIDMORE ROAD · DEER PARK, NY · 11729

Phone

(718) 279-6210

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

POWER PROCESS ENGINEERING COMPANY, INC.

POWER PROCESS ENGINEERING COMPANY, INC. 401(K) PLAN & TRUST

$537K · 8 participants

INNOVATIVE SKILLED TRADES

INNOVATIVE SKILLED TRADES 401(K) PROFIT SHARING PLAN & TRUST

$535K · 33 participants

PEAK PACKAGING, INC.

PEAK PACKAGING 401(K) PLAN

$540K · 2 participants

SEAVIEW BEVERAGE INC

SEAVIEW BEVERAGE INC. 401K PROFIT SHARING PLAN

$541K · 61 participants

THE PAGE SEED COMPANY INC

THE PAGE SEED COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST