David Jaffe signed RIZE Home LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RIZE Home LLC's EIN is 34-0768831.
Download the official 2024 Form 5500 (PDF) for RIZE Home LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RIZE Home LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD | 45-0404698 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANCORP, LLC | 27-2717447 | ST. LOUIS, MO | INVESTMENT ADVISOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 8 Ascensus, LLC DFA US Core Equity | Mutual Funds | — | — | $3.4M | 19.6% | |
| 22 * Ascensus, LLC Vanguard Total Stock Market Index Admiral | Common Collective Trusts | — | — | $2.7M | 15.9% | |
| 10 * Ascensus, LLC Vanguard Core Bond Admiral | Mutual Funds | — | — | $2.2M | 12.9% | |
| 2 Ascensus, LLC Avantis U.S SmallCap Value | Other securities | — | — | $1.9M | 10.9% | |
| 7 Ascensus, LLC DFA ST Extended Quality Port | Mutual Funds | — | — | $1.3M | 7.6% | |
| 12 * Ascensus, LLC Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $1.0M | 6.0% | |
| 5 Ascensus, LLC DFA Intl Core Equity Portfolio | Mutual Funds | — | — | $884K | 5.1% | |
| 13 * Ascensus, LLC Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $819K | 4.8% | |
| 15 * Ascensus, LLC Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $523K | 3.0% | |
| 4 Ascensus, LLC DFA International Value | Mutual Funds | — | — | $513K | 3.0% | |
| 14 * Ascensus, LLC Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $477K | 2.8% | |
| 9 Ascensus, LLC PIMCO Low Duration Income | Mutual Funds | — | — | $423K | 2.5% | |
| 6 Ascensus, LLC DFA Short-Duration Real Return | Mutual Funds | — | — | $274K | 1.6% | |
| 3 Ascensus, LLC DFA Emerging Markets Core Equity | Mutual Funds | — | — | $229K | 1.3% | |
| 16 * Ascensus, LLC Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $176K | 1.0% | |
| 17 * Ascensus, LLC Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $107K | 0.6% | |
| 19 * Ascensus, LLC Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $47K | 0.3% | |
| 11 * Ascensus, LLC Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $38K | 0.2% | |
| 18 * Ascensus, LLC Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $27K | 0.2% | |
| 1 * Ascensus, LLC Vanguard Federal Money Market | Mutual Funds | — | — | $12K | <0.1% | |
| 20 * Ascensus, LLC Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $9K | <0.1% | |
| 21 * Ascensus, LLC Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS | 43-1829594 | ST. LOUIS, MA | CONTRACT ADMINISTRATOR | $7K | — |
