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Original filing (PDF)20251009164551NAL0004110707001
RISEPOINT, LLC
Form 5500
FILING_RECEIVED
RISEPOINT, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
1,563
Accounts w/ balance
1,683
Plan assets (EOY)
$94.6M
Net assets (EOY)
$94.6M
How this plan invests
This plan
16 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RISEPOINT, LLC.
Plan sponsor
Name
RISEPOINT, LLC
EIN
27-2009059
Address
2803 PHILADELPHIA PIKE ST · SUITE B PMP 7250 · CLAYMONT, DE · 19703
Phone
(855) 593-6050
Industry
Educational Servicessee 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
2025-10-09
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $103K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $61K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
Investments
29 direct securities · 16 pooled funds· $162.5M(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.
Uncategorized
$93.1M
29 holdings
Common Collective Trust
$69.4M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Trust H | — | — | — | $12.1M | 12.8% | |
| TRP RETIRE 2040 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $12.1M | 12.8% | |
| T. Rowe Price Retirement 2045 Trust H | — | — | — | $11.9M | 12.6% | |
| TRP RETIRE 2045 H T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.9M | 12.6% | |
| T. Rowe Price Retirement 2055 Trust H | — | — | — | $10.6M | 11.2% | |
| TRP RETIRE 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $10.6M | 11.2% | |
| T. Rowe Price Retirement 2050 Trust H | — | — | — | $9.9M | 10.5% | |
| TRP RETIRE 2050 H T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.9M | 10.5% | |
| Fidelity 500 Index Investor Fund | — | — | — | $9.2M | 9.7% | |
| T Rowe Price Retirement 2035 Trust H | — | — | — | $8.4M | 8.8% | |
| TRP RETIRE 2035 H T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.4M | 8.8% | |
| T. Rowe Price Retirement 2030 Trust H | — | — | — | $5.5M | 5.8% | |
| TRP RETIRE 2030 H T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.8% | |
| T. Rowe Price Retirement 2060 Trust H | — | — | — | $5.1M | 5.3% | |
| TRP RETIRE 2060 H T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.3% | |
| Fidelity Contrafund | — | — | — | $3.9M | 4.1% | |
| T. Rowe Price Retirement 2025 Trust H | — | — | — | $3.3M | 3.5% | |
| TRP RETIRE 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.5% | |
| 9.50% with various due dates -0- | — | — | — | $1.7M | 1.8% | |
| MFS International Diversification Fund | — | — | — | $1.6M | 1.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.5M | 1.6% | |
| Fidelity Mid Cap Index Investor Fund | — | — | — | $1.4M | 1.5% | |
| PGIM Investments Total Return Bond Z Fund | — | — | — | $1.2M | 1.2% | |
| Fidelity Global Ex US Index Fund | — | — | — | $1.1M | 1.1% | |
| Fidelity Small Cap Index Investor Fund | — | — | — | $1.1M | 1.1% | |
| J.P. Morgan Equity Income Fund R6 | — | — | — | $991K | 1.0% | |
| T. Rowe Price Retirement 2020 Trust H | — | — | — | $967K | 1.0% | |
| TRP RETIRE 2020 H T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $967K | 1.0% | |
| Janus Henderson Enterprise T Fund | — | — | — | $875K | 0.9% | |
| Fidelity US Bond Index Fund | — | — | — | $638K | 0.7% | |
| Franklin Templeton Small Cap Value Fund | — | — | — | $455K | 0.5% | |
| PIMCO Income Instl Fund | — | — | — | $443K | 0.5% | |
| Janus Henderson Triton Fund | — | — | — | $366K | 0.4% | |
| American Century Mid Cap Value Fund | — | — | — | $323K | 0.3% | |
| T. Rowe Price Retirement 2015 Trust H | — | — | — | $111K | 0.1% | |
| TRP RETIRE 2015 H T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $111K | 0.1% | |
| PGIM Investments Global Real Estate Fund | — | — | — | $76K | <0.1% | |
| T. Rowe Price Retirement 2065 Trust H | — | — | — | $70K | <0.1% | |
| TRP RETIRE 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $70K | <0.1% | |
| T. Rowe Price Retirement 2010 Trust H | — | — | — | $4K | <0.1% | |
| TRP RETIRE 2010 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2005 Trust H | — | — | — | $3K | <0.1% | |
| TRP RETIRE 2005 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $3K | <0.1% | |
| TRP RETIRE 2010 E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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