LISA Hirsch signed Risepoint, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Risepoint, LLC's EIN is 27-2009059.
Download the official 2024 Form 5500 (PDF) for Risepoint, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Risepoint, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $103K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $61K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Trust H | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $9.2M | 9.7% | |
| T Rowe Price Retirement 2035 Trust H | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $3.9M | 4.1% | |
| T. Rowe Price Retirement 2025 Trust H | Other securities | — | — | $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- | Bonds / Notes | — | — | $1.7M | 1.8% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $1.4M | 1.5% | |
| PGIM Investments Total Return Bond Z Fund | Other securities | — | — | $1.2M | 1.2% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $1.1M | 1.1% | |
| Fidelity Small Cap Index Investor Fund | Mutual Funds | — | — | $1.1M | 1.1% | |
| J.P. Morgan Equity Income Fund R6 | Other securities | — | — | $991K | 1.0% | |
| T. Rowe Price Retirement 2020 Trust H | Other securities | — | — | $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 | Mutual Funds | — | — | $875K | 0.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $638K | 0.7% | |
| Franklin Templeton Small Cap Value Fund | Mutual Funds | — | — | $455K | 0.5% | |
| PIMCO Income Instl Fund | Mutual Funds | — | — | $443K | 0.5% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $366K | 0.4% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $323K | 0.3% | |
| T. Rowe Price Retirement 2015 Trust H | Other securities | — | — | $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 | Other securities | — | — | $76K | <0.1% | |
| T. Rowe Price Retirement 2065 Trust H | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $12K |
| — |
